You’ve Got Goals. We’ve Got Solutions
Spending & Savings
Allow your money to work just as hard as you do
Your dedicated Investment Advisor will help you customize an investment strategy in line with your risk tolerance and goals.
Trading & Investing
Invest the way you want to
Whether you are a Savvy Investor or a Novice, your dedicated investment advisor will seek the investments that you want and recommend investments that will fit your best interest.
Spending & Savings
Your future starts now
Whether you want to manage your retirement investments on your own or have us guide you, you’ll have a dedicated Chartered Retirement Planning Counselor™ to help you along your journey.
Wealth Planning and Management
Work with a Qualified Investment Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
We will partner with you on a customized plan designed to help grow and protect your wealth.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Smart Wealth Strategies are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.
© 2024. Smart Wealth Strategies 125 S. Wacker Drive, Suite 300, Chicago, IL 60606
© 2024. Smart Wealth Strategies 125 S. Wacker Drive, Suite 300, Chicago, IL 60606