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.

Personal wealth management

We provide experience and investment expertise for individuals looking for an investment strategy that works. Our process is as unique as our client's own financial picture. We develop a wealth management plan by asking the right questions, listening to their answers and implementing an investment strategy tailored to meet their goals. We also recognize that circumstances change over time. We react to changing needs by reviewing and updating your RBC wealth management plan. We proactively coordinate with your professional tax and legal advisors to see that our clients have a customized and cohesive roadmap for financial success.

Corporate retirement plan services

We provide corporate retirement plan services for plan sponsors and participants. If you are a plan sponsor, we can help you fulfill your fiduciary responsibilities, as well as help your plan participants invest for their financial future.

Plan sponsors benefit from the experience and versatility of a team working with a wide array of retirement plans ranging from plans with few participants to larger plans with thousands of participants. We assist plan sponsors in designing the plan, understanding their obligations, and selecting RBC investments.

Participants benefit from the experience of a team working with individual investor needs on a daily basis. Our educational programs are tailored to help participants understand the plan features and investment options so they can confidently accumulate and manage one of the single largest pools of wealth of their lifetime.

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

Latest Insights

The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 | Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more