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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