HOW WE WORK TOGETHER

More than advice. It's a plan for life.

At More Wealth Management, we do more than manage money – we design retirement strategies that give you more clarity, control, and confidence. Our approach blends smart planning with genuine partnership, focusing on what truly matters: helping you live the life you’ve earned.

We take the time to understand your story, your goals, and your fears – and we build a plan around you. Using a holistic framework that covers income, investments, taxes, health care, and legacy, we work to coordinate the pieces of your financial life into one cohesive Retirement Design that is developed to perform in all markets and through every stage of retirement. And our three-step process is simple, transparent, and personal – helping you move from uncertainty to confidence with a plan that adapts as your life does.

Our Retirement Designs can assist with:

  • Income Planning: Create reliable paycheck streams for life.

  • Investment Management: Disciplined, tiered and risk-adjusted portfolios.

  • Tax Planning: Efficient strategies to help reduce or eliminate unnecessary taxes in retirement. 

  • Healthcare Planning: Directives, coverage and cost protection for the years ahead.

  • Estate Planning: Mapping out a lasting legacy for the ones you love.

Our difference: Personalized guidance with no corporate agenda. Transparent planning. Proactive strategies. No pushy sales tactics. Because your retirement deserves more.

See for yourself

Discover

We start with what matters most - you. Before we talk numbers, we talk life. Through an honest conversation about your goals, values, and concerns, we learn what a fulfilling retirement truly looks like to you. Then we evaluate where you stand today and identify what it will take to get there.

Design

Where clarity turns into strategy. Next, we design a comprehensive retirement plan that ties all the pieces together - your income, investments, taxes, healthcare, and legacy - so every dollar works in harmony. We prioritize simplicity, tax efficiency, and flexibility, ensuring your plan grows and adapts with you.

Guide

Because life changes - and your plan should too. Implementation is just the beginning. We continually monitor your investments, taxes, and income streams to ensure your plan stays aligned with your goals. When markets shift or life evolves, we adjust - so you never have to wonder where you stand.

Free Portfolio Risk Analysis

Click below to receive your personlized portfolio risk number
Get your free risk score here

Your retirement deserves more than guesswork.

Risk plays a crucial role in your retirement and can influence how your portfolio grows, how your income is protected, and how confidently you move into the next chapter. The right amount of risk can support the life you want while the wrong amount can quietly pull you off course.

Your Risk Number can help reveal the level of risk you currently have and what truly fits you – so your plan is built around you, not the market. Discover your number now and start investing with more clarity and confidence.

more looks good on you

Before we generate your Retirement Tax Snapshot…

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You're about to be directed to our secure planning portal. Flip for details.
You’ll be taken to our secure planning portal where you’ll answer a few brief questions about your accounts and income structure. This step allows us to evaluate how your retirement accounts may impact your future income, tax brackets, and required distributions. This helps us identify: Potential retirement tax traps • Hidden distribution risks • Opportunities to improve long-term tax efficiency This is NOT an account transfer and does NOT give us any account or trading access. It simply allows us to evaluate your retirement structure with greater precision.

You’ll be taken to our secure planning portal where you’ll answer a few brief questions about your accounts and income structure.

This step allows us to evaluate how your retirement accounts may impact your future income, tax brackets, and required distributions.

This helps us identify:

• Potential retirement tax traps
• Hidden distribution risks
• Opportunities to improve long-term tax efficiency

This is NOT an account transfer and does NOT give us any account or trading access. It simply allows us to evaluate your retirement structure with greater precision.

  • Encrypted connection
  • View only access (no trading ability)
  • Used only for portfolio analysis
Continue to Retirement Tax Snapshot

*This analysis is for educational and illustrative purposes and does not constitute individualized investment advice.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and More Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.