Who we serve - BrookBridge Private Wealth

WEALTH MANAGEMENT<br/>THAT MOVES WITH YOU.

WEALTH MANAGEMENT
THAT MOVES WITH YOU.

Success in the worlds of Sports, Entertainment, Art, and Media often comes with unique financial challenges. Managing fluctuating incomes, complex contracts, and long-term stability requires more than a standard financial approach. These challenges require strategies that can adapt and grow with the demands of your career. At BrookBridge Private Wealth, we offer personalized wealth management solutions designed for professionals in these fast-paced industries, with a goal of ensuring that your financial future is as confident as your career is dynamic. In relationship with LPL Private Wealth, with over $1.9 trillion in assets¹, we provide the strength, stability, and resources to help you manage your wealth while focusing on your creative pursuits.

¹ LPL Financial, all data as of June 30, 2025. The term “advisors” includes registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Services We offer

Your career moves fast, and your finances should keep pace. We offer services built to support the unique needs of artists, athletes, and creatives, from managing income and planning strategies for taxes to preserving your assets and preparing for life beyond the spotlight. Wherever your journey takes you, we’re here to help you stay financially grounded.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.