Brookstone Capital Management Expands Wealth Management Capabilities Through Partnership with Copperleaf Capital

In a significant move that could reshape the landscape of wealth management services, Brookstone Capital Management, a leading SEC-Registered Investment Advisory (RIA) firm and an affiliate of AmeriLife Group, LLC, has announced a partnership with Copperleaf Capital, LLC, a Raleigh-based financial planning firm and RIA. This collaboration marks a strategic expansion of Brookstone's capabilities and reach in the financial services sector.

The partnership, while financial terms remain undisclosed, is poised to create a more robust platform for delivering comprehensive wealth management solutions. Dean Zayed, CEO of Brookstone Capital Management, emphasized the partnership's potential to enhance their holistic approach to wealth management, stating, 'This partnership strengthens our organization and allows us to continue delivering best-in-class solutions for our clients.'

Copperleaf Capital brings over 35 years of experience to the table, with a focus on strategic wealth management and financial planning. Their proprietary discovery and planning process is designed to help families and individuals make informed financial decisions, particularly in retirement planning. This expertise aligns well with Brookstone's mission to provide integrated financial solutions.

The significance of this partnership extends beyond the immediate benefits for both firms. It reflects a broader trend in the financial services industry towards more comprehensive, client-centered approaches to wealth management. As retirement planning becomes increasingly complex, partnerships like this one aim to provide clients with a wider range of tools and expertise to navigate these challenges.

For Copperleaf Capital, the partnership offers access to Brookstone's extensive resources and AmeriLife's broad product portfolio. This access is expected to accelerate Copperleaf's growth and expand its market reach. Ryan Peterson, president of Copperleaf Capital, expressed enthusiasm about the partnership, noting it as an opportunity to take the firm 'to the next level.'

The collaboration also strengthens AmeriLife's Wealth Distribution platform. Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group, highlighted the value of Copperleaf's distinctive approach and expertise in expanding their holistic distribution platform. This move aligns with AmeriLife's mission to enhance the lives of pre-retirees and retirees across the United States.

From an industry perspective, this partnership exemplifies the ongoing consolidation and integration within the financial services sector. As firms seek to offer more comprehensive services and expand their client bases, strategic partnerships and acquisitions have become increasingly common. This trend is likely to continue as companies strive to meet the evolving needs of clients in a complex financial landscape.

For clients of both Brookstone and Copperleaf, this partnership promises access to a broader range of financial products and services. The combined expertise of both firms could lead to more tailored and effective financial strategies, particularly for those planning for or entering retirement.

As the financial services industry continues to evolve, partnerships like this one between Brookstone Capital Management and Copperleaf Capital may set new standards for integrated wealth management services. The success of this collaboration could influence future strategic decisions across the industry, potentially leading to more comprehensive and client-focused financial planning solutions.