Let us help you grow more than wealth


At the Brooks & Kohn Group, we work hard to become a trusted advisor to our clients. We take this responsibility seriously, striving to earn the right to be our clients' first choice by continuously demonstrating our in-depth knowledge of financial instruments, our strong work ethic and our dedication to our clients' unique needs. 

We invite you to view our video below to learn more about our team and how we can help you achieve your goals.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Image of Dan Brooks

Dan Brooks

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

612-371-2396
Image of Bill Kohn

Bill Kohn

Senior Vice President - Branch Director

651-430-5504

Bulletin Board

Latest Insights

Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

Aug 26, 2024 | Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Read more