Curated News
By: NewsRamp Editorial Staff
November 25, 2024
Brookstone Capital Management Partners with Copperleaf Capital to Strengthen Wealth Management Services
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- Brookstone Capital Management partners with Copperleaf Capital, enhancing their organization and expanding their wealth management solutions.
- The partnership allows both firms to offer comprehensive insurance and securities services, leveraging Copperleaf's 35 years of experience in strategic wealth management.
- The collaboration aims to positively impact families through sound financial decisions, turning retirement dreams into actionable plans for a better future.
- Copperleaf Capital's partnership with Brookstone strengthens their business and offers access to best-in-class platforms and resources for accelerated growth.
Impact - Why it Matters
This news matters as it signifies a strategic partnership between two leading financial firms to enhance wealth management and financial planning services. The collaboration aims to provide clients with a comprehensive range of solutions and access to best-in-class platforms, ultimately impacting the way individuals and families plan for their long-term financial goals.
Summary
Brookstone Capital Management, an SEC-Registered Investment Advisory firm and affiliate of AmeriLife Group, announced a partnership with Copperleaf Capital, a financial planning firm and RIA. The collaboration aims to strengthen wealth management services and offer a comprehensive range of insurance and securities solutions. As an affiliate partner of AmeriLife’s Wealth Distribution platform, Copperleaf Capital will gain access to best-in-class platforms and resources to expand into new markets.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Brookstone Capital Management Partners with Copperleaf Capital to Strengthen Wealth Management Services
