• Skip to content

Brookwood Wealth Management

Main Content

Brookwood Wealth Management

At Brookwood Wealth Management we help our clients transition from the children’s menu of publicly traded stocks, bonds, mutual funds, and annuities to the adult menu of investment planning that includes allocations to private equity, private debt, real estate, energy, and other important asset classes that compliment a traditional investment portfolio.

While most of the national investment firms focus on investing in the 2% of companies that are publicly traded on the stock market, we focus on introducing investors to the world of private equity and investing in successful private companies.

We work with families and individuals of all ages and backgrounds who desire to learn a better way to grow their assets in a tax efficient manner with higher returns and less risk and volatility than allocating the bulk of their portfolio to the stock market.

Alan’s Background

Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

In addition to working with his private clients, Alan is a frequent speaker and writer on the topic of private equity investing and has authored over 50 articles that have appeared in various publications over the last decade.

To request a confidential consultation with Alan to learn more about private equity and Alan’s approach to investing, feel free to contact him directly at the phone number or email address below.

Alan's Phone: 615.513.6605

Alan's Email: alan@brookwoodwealth.com

Main Office:
116 Wilson Pike Circle
Suite 202
Brentwood, TN 37027

Satellite Office:
810 Sycamore St. #4
Cincinnati, OH 45202

Securities offered through Center Street Securities (CSS), a registered Broker/Dealer and member of FINRA and SIPC. Investment advisory services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Brookwood Wealth Management and CSA are independent of CSS. Private equity investments contain various risks and may only be offered to investors who meet certain regulatory financial requirements. The information presented on this site is general in nature and is not intended to serve as financial advice. Additional details on any investment products or concepts can be provided via in-person consultations. L. Alan Hardee is licensed to offer securities in the states of TN, KY, GA, MS, IN, and OH and other states can be added upon request for investors located in other states.

Check the background of your financial advisor on FINRA's BrokerCheck

Copyright © 2021 · Altitude Pro on Genesis Framework · WordPress · Log in