To conduct our business according to the highest
standards of honesty, integrity, and fairness.
To continually maintain
that your best interests are the foundation
of your investment planning.
To provide a consistent
and structured approach to your financial
needs that will result in an integrated and
customized solution for you.
To make recommendations
that best suit your stated financial needs
To invest any funds that
you entrust to us in a sound and prudent manner,
consistent with your financial profile.
To communicate with you
in a timely and accurate manner.
To maintain absolute confidnetiality
in all matters relating to your investments.
To review your financial
progress on an ongoing basis to ensure that
your financial plan continues to evolve with
the stages of your life.
Authorized IRS e-file
Provider by the Internal Revenue Service
Authorized Insurance Agent by the Insurance
Commissioner in the State of Washington
Investment Advisor Representative of Brookstone
Capital Management LLC,
an SEC Registered Investment Advisor