Our Firm

Your Guide For Successful Wealth In Every Life Stage

Brooks Investment Group was built around long-term relationships, practical guidance, and a commitment to helping clients feel supported through each financial decision. We help families and professionals connect investments, taxes, retirement, and legacy goals, so their wealth can support today, tomorrow, and the next generation. That perspective works to keep each plan grounded in the people, priorities, and values it is meant to serve.

Use Your Wealth To Enjoy Today And Prepare For Tomorrow

Planning should help you make wise decisions without postponing every reward for someday. We help you think through how your wealth can support current needs, future income, tax considerations, and the people you care about most. With thoughtful structure, your financial decisions can support both meaningful experiences today and lasting security for the years ahead.

Preserve More Of Your Wealth With Tax-Aware Strategy

Taxes can shape how much of your wealth you keep, use, and pass on. We bring tax-aware thinking into the planning process, helping you consider how decisions around income, investments, retirement, and legacy may affect your broader financial picture. This helps your strategy account for timing, withdrawals, Roth opportunities, charitable goals, and the wealth you hope to carry forward.

Thoughtful Planning for Life's Important Financial Decisions

Your next decision may affect your taxes, income, family priorities, and long-term goals. Brooks Investment Group can help you slow the moment down, understand the tradeoffs, and choose a path that fits the life your wealth is meant to support.

Take The First Step

Principles That Define Our Service To You

The way we serve begins with the way we listen, plan, and stay connected. These principles guide how we help you make decisions, protect what matters, and keep your financial life aligned with your priorities.

Life-First Wealth Planning

Wealth should fund the life you want to live today, not just someday. This drives us to help clients make confident financial decisions that balance present fulfillment with future security.

Tax-Intelligent by Design

We believe proactive tax planning is essential to building lasting wealth. This commitment means every strategy we recommend considers tax implications first, helping clients keep more of what they earn across their lifetime.

Personally Invested

Clients deserve institutional-quality investment management with personal attention. This shapes our approach to protecting and growing assets while staying connected to each family's unique goals.

Relationships Over Transactions

We believe true advisory relationships are built on understanding your complete story. This drives us to invest time in knowing you, your family, and your goals so we can serve as a trusted partner through every transition.

Meet Your Team

Get to know the people behind the planning, guidance, and personal service that shape your experience with Lee Brooks Investors.

See Our Whole Team

Empower Your Decisions With A Team Personally Invested In Your Best Interests

Personal guidance starts with knowing the people we serve. Brooks Investment Group builds relationships through ongoing conversations, timely check-ins, and thoughtful personal touches, from seasonal visits to the little moments that keep us connected. That closeness helps us understand your family, your concerns, and the decisions you want to get right. Our goal is for you to feel known, supported, and guided by someone who is paying attention to the details that matter.

Frequently Asked Questions About Our Firm

Financial guidance should reflect how you want to live, what you want to protect, and who your wealth is meant to support. Here’s what clients often ask when getting started with Brooks Investment Group.

We bring life-first planning, tax-aware strategy, and personal client relationships into the same conversation. We take time to understand what your wealth should support today, what you are preparing for tomorrow, and how each decision may affect your family, taxes, retirement, and long-term priorities.
We serve professionals, families, pre-retirees, retirees, and clients planning across generations. Many clients come to us when their financial decisions involve income, taxes, retirement, rollovers, family priorities, or legacy questions that need thoughtful coordination.
The planning process starts with understanding your life, goals, tax picture, family priorities, and current financial situation. From there, we help define what your wealth should support, turn your goals into clear objectives, review your full financial picture, and create a roadmap shaped around what matters to you.
You may not need to move every asset to begin working with Brooks Investment Group. The right structure depends on your goals, current accounts, planning needs, and the level of coordination your financial life requires, which is why we start by reviewing your full picture before recommending next steps.
Tax-aware planning means we consider how financial decisions may affect what you keep, use, and pass on. In practice, that can include looking at income, investments, retirement withdrawals, rollovers, Roth strategies, and legacy planning through a tax-focused lens before decisions are made.
Life-first planning helps shape advice around the life your wealth is meant to support. We look at today’s priorities, tomorrow’s goals, family needs, tax considerations, and future transitions so your plan reflects more than account balances alone.
Personal attention matters because financial decisions often carry family, lifestyle, tax, and legacy implications. When we know your story, concerns, and priorities, we can help you make decisions with better context and a clearer understanding of what those choices are meant to support.
Brooks Investment Group stays personally invested through ongoing conversations, timely check-ins, and thoughtful personal touches that keep relationships active beyond scheduled meetings. That closeness helps us understand what is changing in your life and where guidance may be needed next.

Working Together With Brooks Investment Group

Explore Cetera

Partnership Through Every Transition

Explore planning that puts your life first, so each decision supports today’s goals and tomorrow’s lasting security.

Discover Who We Serve

Planning That Balances Today & Tomorrow

Build a thoughtful plan that helps you enjoy life now while preparing confidently for tomorrow.

Explore Our Approach

Let’s Plan for the Life You Want

Start a conversation about the life you want and the planning decisions that can help you move forward with clarity.

Start A Conversation