Joseph Brook

As a 23 year veteran of the investment industry, I bring the experience of an advisor that has successfully advised families through the ups and downs of the market cycle. My objectives are to fully understand each client’s goals and risk profile, and create a successful investment plan that effectively incorporates the most appropriate investments, balanced between risk and reward. My philosophy, investment management discipline and client service processes contribute to the success of my clients. My investment strategy adjusts with current events and is consistent with the principles of Mr. Warren Buffett. In my free time, I enjoy traveling, cooking, home renovations and classic car mechanics. I am also an active squash player, scuba diver, cyclist and I love watching soccer.