Your Goals and Dreams,
Our Guidance.
Your Financial Journey
Starts Here.
You’re working toward your financial goals and deserve advice and guidance along the way. We listen first and help you plan with confidence, backed by the resources and knowledge of a respected firm. Together, we’ll build a comprehensive strategy aligned with your goals.
Three years on Forbes’ Best-In-State lists , for both the practice and our advisors.
Forbes Best-In-State Wealth Management Firm
2024 · 2025 · 2026
Forbes Best-In-State Wealth Advisors
2024 · 2025 · 2026
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com).
Don and Adam were both recognized individually as Best-In-State Wealth Advisors. 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com).
Our Services.
Six core services, organized around how clients live with their money , from a first investment account to coordinating an estate across generations.
Investment Products
Individually-managed portfolios, mutual funds, ETFs, fixed income, and brokered CDs , selected to address your goals and tolerance.
Planning for Retirement
Income strategies, Social Security timing, account consolidation, and tax-aware withdrawal sequencing for the next chapter.
Estate Planning Strategy
Beneficiary reviews, trust coordination with your attorney, and documentation that keeps wishes intact across generations.
Advisory Services
Fee-based portfolio management with a fiduciary duty , strategy, implementation, and ongoing rebalancing in one relationship.
Insurance
Life, disability, and long-term care reviews coordinated alongside the rest of the plan , never the centerpiece, always considered.
401(k) Plans
Plan design and ongoing service for small-to-mid-sized employers , and clear-eyed reviews of held-away workplace accounts.
Neither Brookside Wealth Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Our Team.
Listen. Plan. Stay Close.
Understanding before advising.
A first conversation is exactly that , a conversation. We ask about the goals you’re funding, the family around them, and what “financial confidence” actually looks like for you.
A plan you can live with.
We translate the conversation into something specific: an allocation, an income plan, beneficiary updates, the small mechanical pieces that make a strategy real.
Attentive when life moves.
Buying a new house. Updating beneficiaries. A question about an account at 4 p.m. on a Friday. We answer the phone, and we keep the plan honest as life changes.