• Brookstone Capital Management - Dave Wasson

    • Financial/Investment Services
    6020 Commerce Drive #122
    Rohnert Park, CA 94928
    (707) 206-9643
    Hours:
    8 am - 5 pm M-F Evenings and Saturdays by appointment

    About Us

    We are a full service wealth management firm that believes in working closely with you to determine your financial goals and find the customized approach to help you strive to meet those goals.

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    • About

      We are a full service wealth management firm that believes in working closely with you to determine your financial goals and find the customized approach to help you strive to meet those goals.

      We will take a holistic approach to your planning strategies and make sure we review and discuss the entirety of your financial balance sheet. Our team will gather information to assess your exposures to risk, cash flow inefficiencies, under-utilized tax strategies, and gross toward financial security. The result will be a comprehensive plan that takes your most important financials into account and offers recommendations intended to help you reach those goals. We offer:

      • Investment Solutions
      • Risk Protection
      • Portfolio Construction
      • Insurance Protection Planning
      • Social Security Optimization
      • Estate Planning
      • Retirement Planning- including IRAs, Roth IRAs and 401(k)s
      • Income Strategies
      • Charitable Giving

      Investment Advisory Services offered through Brookstone Capital Management LLC, a Registered Investment Advisor. Wasson Investment Services is a separate entity from Brookstone Capital Management LLC. Insurance and annuity products are sold separately through Wasson Insurance Services.

    • Whom to Contact

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