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Brookwood Investment Group

A Successor That Protects What You Built

Transitioning your practice is one of the most important decisions you will make.

Who will care for your clients, support your team, and carry your reputation forward long after you’re gone?

Brookwood was built for advisors who care about all three.

Instead of folding every firm into a standardized platform, Brookwood designs each transition around your clients, your timeline, and your long-term goals—so the practice you’ve spent decades building continues to thrive.

Why Advisors Choose Brookwood

The right buyer doesn’t just write the biggest check. They earn the trust to become the next steward of your clients.

Here's why advisors choose Brookwood:

  • Relationships Come First Client trust took decades to build. Brookwood's transition process is designed to preserve those relationships—not disrupt them.
  • Your Transition. Your Timeline. Whether you're ready to retire this year or gradually step back over the next decade, Brookwood builds a succession plan around your goals—not theirs.
  • Institutional Strength Without Corporate Bureaucracy Behind every transition is a full platform of investment management, compliance, planning, operations, and technology—without making advisors or clients feel like they're joining a giant institution.
  • Leadership That Stays Involved You'll work directly with Brookwood's leadership team before, during, and after closing. No disappearing executives. No handoff to an integration department.
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About Brookwood

Brookwood was founded on a simple idea:

Advisors shouldn’t have to choose between preserving personal relationships and gaining institutional resources.

Every transition starts by understanding what makes your practice unique.

From there, Brookwood builds a succession plan that protects client relationships while adding the operational support, investment capabilities, and infrastructure needed for the next stage of growth.

The goal isn’t to change what made your practice successful.

It’s to ensure it continues long after your transition.

The Team You'll Actually Work With

One of the biggest concerns advisors have is what happens after closing.
At Brookwood, leadership stays involved throughout the transition.

Kim Raimondo

Co-Founder & Chief Executive Officer

Works directly with advisors to design succession plans that protect clients, support teams, and honor the legacy behind every practice.

Bob Raimondo

Co-Founder & Chief Executive Officer

Former financial advisor who understands firsthand what it takes to build, grow, and successfully transition an advisory business.

Chris Coolidge

Chief Investment Officer

Leads Brookwood’s investment platform while partnering with advisors on portfolio management, research, and investment strategy.

Heather DeAgostino

Chief Experience Officer

Leads advisor and client onboarding to ensure every transition is organized, transparent, and seamless.

That mindset resonates with advisors who spent their careers building planning-centric, trust-based practices and want to ensure that same standard continues for their clients after they step away.

Is Brookwood the Right Fit?

Brookwood Is Best For

  • Advisors planning succession within the next 1–10 years
  • Relationship-driven fiduciary practices
  • Advisors who want flexibility instead of a standardized roll-up
  • Firms that value long-term cultural fit alongside economics
  • Advisors who care as much about their clients' future as their own

Probably Not the Right Fit For

  • Firms looking for the highest bidder regardless of long-term fit
  • Advisors seeking a fully standardized consolidation model
  • Owners looking for a purely transactional sale

What Working With Brookwood Looks Like

Understand

Learn about your practice, your clients, and what success looks like for you.

Design

Build a transition strategy around your preferred timeline, client communication plan, and long-term objectives.

Execute

Coordinate diligence, documentation, onboarding, and implementation through a dedicated transition team.

Continue

Clients experience a smooth transition while you gain confidence knowing they’re in capable hands.

The goal is simple: your clients feel cared for, and you leave knowing the handoff was done right.

Why Brookwood Is Different

Brookwood isn’t trying to rebuild your business.

Their objective is to preserve everything that made it valuable in the first place.

Your client relationships.

Your culture.

Your reputation.

Your legacy.

Then provide the people, resources, and leadership needed to carry it forward for decades.

The Outcome Every Advisor Wants

When the transition is complete:

  • Your clients feel cared for.
  • Your team feels supported.
  • Your life’s work continues.
  • You leave knowing you chose the right successor.
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