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Brookwood Financial
Brookwood Financial Services was founded by Mark Wygant, a financial advisor who positions the firm as a fiduciary committed to personalized financial...
Brookwood Financial
Brookwood Financial Services was founded by Mark Wygant, a financial advisor who positions the firm as a fiduciary committed to personalized financial solutions. The firm's headquarters is listed in Beverly, United States, with an additional office address in Oscoda, Michigan. The firm's services cover financial planning, investment management, and insurance solutions, targeting retirement planning, education savings, and wealth building. Brookwood Financial also offers tax preparation services. Its investment approach is tailored to individual client needs, and the firm publicly discloses its fee schedule. The firm is led solely by founder Mark Wygant. Team size and total assets under management are not publicly disclosed. No additional offices or affiliated philanthropic vehicles are mentioned on the firm's public website. Brookwood Financial Services operates as a small, independent RIA with a direct-to-client advisory model. Its structural differentiator is its fiduciary commitment and transparent fee disclosure, which sets it apart from commission-based advisors.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beverly
Corporate office
Beverly, United States
Additional offices
4720 F 41, Oscoda, MI 48750, United States
Principals
Mark Wygant
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Brookwood Financial?
Founder Mark Wygant is the named principal responsible for advisory services, as stated on the firm's website. The firm does not publicly list a CIO or separate investment committee.
Is Brookwood Financial structured as a single family office or an RIA?
Brookwood Financial Services describes itself as a financial advisor and fiduciary, not a family office. Its publicly stated services include financial planning, investment management, and insurance for individual clients.
What investment stages does Brookwood Financial typically target?
The firm does not publicly disclose specific investment stages or asset classes beyond general categories such as stocks, bonds, and insurance products. Its focus appears to be on retail wealth management rather than institutional direct investing.
Does Brookwood Financial participate in fund commitments or only direct deals?
The firm's public website does not indicate involvement in fund commitments or direct deals. Its investment management appears to be limited to client portfolio construction using publicly available securities and insurance products.
Where does the underlying wealth originate?
Brookwood Financial does not publicly disclose the source of its clients' wealth. The firm serves individuals and families, and no single large family fortune is associated with the firm.
Does Brookwood Financial maintain philanthropic structures?
The firm's public website makes no mention of any philanthropic foundations or charitable vehicles. Its services are strictly financial advisory and tax preparation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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