Meadowbrook Wealth Management, LLC

Meadowbrook Wealth Management provides ongoing investment advisory and portfolio management services to individuals, small businesses, and trusts, working with accounts organized around four broad objectives: aggressive growth, growth, balanced, and fixed income. The firm delivers discretionary portfolio management through its investment advisory representatives and also offers consulting and managed account program options tailored to client needs.

The firm’s investment process is individualized and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches; it may also select leveraged ETFs for client accounts when deemed appropriate. Accounts are generally managed on a discretionary basis with periodic risk‑profile reviews and at least quarterly performance and account monitoring.

Meadowbrook discloses a few features that distinguish it from many peers: it explicitly permits use of leveraged ETFs (and notes the higher risk associated with those instruments), it directly debits advisory fees from custodial accounts, and it has added Charles Schwab to its existing custodial relationship with LPL Financial. The firm also highlights operational considerations such as service providers that use artificial intelligence or machine learning (and related due diligence), and it no longer sells insurance products—while it may discuss long‑term care or hybrid life/LTC options, clients are referred to licensed insurance agents for suitability and purchase.