Meadowbrook Wealth Management

The firm describes a goals-based orientation that aligns securities within client accounts according to each client's objectives, time horizon, and risk tolerance. Meadowbrook operates on a fee-only basis as a registered investment advisor, meaning compensation comes directly from advisory fees rather than product commissions. It does not publicly disclose a specific asset-allocation model or a defined list of portfolio holdings.

Yes. Beyond general wealth advisory services, the firm maintains a dedicated Eldercare Planning practice. This service line addresses the financial dimensions of aging, including care coordination, healthcare cost planning, and late-stage wealth management. The integration of eldercare planning into a registered investment advisory practice is a defining feature of the firm.

Meadowbrook operates as a fee-only registered investment advisor. Its website and regulatory disclosures emphasize that compensation is derived from advisory fees rather than commissions on securities transactions. Prospective and current clients can review the firm's fee schedule and Form ADV Part 2 disclosures on its website.

The firm is headquartered at 1042 Franklin Avenue, Suite 110 in Garden City, New York. Available sources do not indicate any additional offices or satellite locations. All services appear to be delivered from this single Garden City location.

No. Meadowbrook does not publicly disclose its assets under management, total client assets, or the number of client relationships it maintains. The firm files Form ADV with the SEC as a registered investment advisor, but specific AUM figures are not made available through its public-facing materials.