Experienced Guidance with a Practical Approach

At Brookside Private Wealth, we are dedicated to helping clients gain clarity and peace of mind in managing and growing their assets. With over 30 years of experience, we are committed to handling the complexities of financial planning, so our clients don’t have to. We recognize that money can be emotional and confusing, so our goal is to simplify it and guide clients proactively through key life milestones: retirement, college planning, major purchases, personal financial goals, and more.

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Our Services

We provide a wide range of financial solutions tailored to meet clients’ evolving needs. Our focus is on developing personalized strategies that align with clients’ life goals and financial priorities.

Retirement Planning

We help clients prepare for a comfortable retirement by developing a tailored strategy that considers your long-term goals, income needs, and lifestyle preferences.

Business Planning

We offer guidance aimed at helping business owners manage ownership changes, organize finances, and explore growth opportunities to support the health of the business.

Estate Planning

Our estate planning services are aimed at helping you manage and distribute your assets according to your wishes.

Investment Services

Personalized investment solutions designed to align with your financial objectives, focusing on growth optimization and risk management.

Portfolio Management

Active management of your investment portfolios with our four pillars of investment selection criteria in mind: Performance, Risk Management, Fee Reduction, and Tax Mitigation.

*Tax guidance is intended to complement your overall financial planning. Clients should consult a qualified tax professional for tax advice.

Risk Management

Strategies aimed at identifying, assessing, and mitigating financial risks, with a focus on protecting your assets and supporting long-term stability.

Why Choose Brookside Private Wealth?

At Brookside Private Wealth, we’re committed to clear communication, thoughtful planning, and building genuine relationships with our clients. We approach financial planning with professionalism, care, and integrity, drawing on decades of experience to support clients in their financial decision-making. Additionally, we aim to keep our clients’ best interests at the center of everything we do.

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Our Team

Brooks D. McCartney, AIF®, AAMS™, APMA™, CRPC™

Founder, Wealth Advisor

Biography

Brooks D. McCartney is the founder and wealth advisor at Brookside Private Wealth. With over 30 years of experience in financial services, Brooks understands the complexity of the investment industry. He began his career as a financial advisor, dedicating eight years to this role. This path led him to become a consultant to financial advisors, a position he held for two decades. During this time, he focused on three main areas: portfolio construction, wealth management business best practices, and public speaking. In 2018, Brooks returned to wealth management with a renewed passion for serving investing families, C-Suite executives, and entrepreneurs. Brooks is committed to delivering honest advice to best support his client’s long-term goals.

Education, Designation, & Licenses

2025 – Chartered Retirement Planning Counselor℠ – CRPC®
2023 – Accredited Portfolio Management Advisor℠ – APMA®
2023 – Accredited Asset Management Specialist℠ – AAMS®
2022 – Accredited Investment Fiduciary® – AIF®
2018 – Series 65 (Uniform Investment Advisor Law Examination)
1997 – Washington Insurance License – Life, Health, Annuity, Long Term Care, Disability
1993 – Series 7 (General Securities Representative Examination)
1990 – Series 63 (Uniform Securities Agent State Law Examination)
1990 – Series 6 (Investment Company Products/Variable Contracts Representative Examination)
1990 – Bachelor of Science (Communications)
University of Utah – Salt Lake City, UT

Employment History

08/2025 – Present – Brookside Private Wealth – Supervised from New Orleans, LA
10/2021 – 08/2025 – Raymond James & Associates – Kirkland, WA
11/2018 – 10/2021 – Banner Bank/LPL – Spokane, WA
05/2018 – 11/2018 – Destra Capital – Spokane, WA
10/2005 – 03/2018 – Janus Henderson Investors U.S. – Kirkland, WA
01/2004 – 09/2005 – Hines Real Estate Securities – Kirkland, WA
05/2002 – 12/2003 – Stephens Inc/Bank of America Capital Distributions Inc. – Sammamish, WA
03/1997 – 05/2002 – Invesco Ltd. – Sammamish, WA
02/1996 – 03/1997 – Key Investments Inc. – Tacoma, WA
02/1993 – 02/1996 – First Security Investment Services – Coeur d’Alene, ID
02/1990 – 01/1993 – Equitable/Axa Financial – Portland, OR

Affiliations & Community Service

Member/Supporter of:

University of Utah Alumni – Swimming and Water Polo Teams
Seacoast Church, Mt. Pleasant, SC
Plametto Christian Academy – Mt. Pleasant, SC
Hopelink of Kirkland, WA
American Cancer Society
Juvenile Diabetes Research Foundation (JDRF)
Special Olympics – Portland Oregon & Kirkland WA

Business Support

As investment professionals, Brookside Private Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.