Brewster Financial Planning LLC
Overview
Brewster Financial Planning LLC is a fee-only financial advisory firm based in Brooklyn, New York. The firm specializes in comprehensive financial planning and investment management services, aiming to help clients build, protect, and transfer wealth. As a fee-only firm, Brewster Financial Planning LLC eliminates conflicts of interest by receiving compensation solely from clients, ensuring that their advice is unbiased and aligned with clients' best interests. The firm's investment approach focuses on low-cost, diversified strategies across various asset classes, including fixed income, real estate, and venture capital. They cater to a wide range of investment stages, from seed funding to buyouts and distressed situations, providing tailored solutions to meet diverse client needs. Brewster Financial Planning LLC serves clients primarily within the United States, offering personalized financial advice to individuals and families. With over 50 years of combined industry experience, the firm's team is led by C.E. Scott Brewster, CFP®, MBA, EA, who has been quoted in various reputable publications. The team also includes Wen Jie Lin, CFP®, EA, and Edwin Adams, who bring diverse backgrounds and expertise to the firm. Brewster Financial Planning LLC is committed to providing high-quality, reasonably priced financial advice, with a structured approach and modest overhead that allows them to offer competitive services. They operate Monday to Friday, 8:30 AM to 7 PM, by appointment, to accommodate clients' schedules.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Brewster Financial Planning LLC
What sectors does Brewster Financial Planning LLC invest in?
Brewster Financial Planning LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Brewster Financial Planning LLC is listed as a other in the ConnectSafely investor database.
What stage does Brewster Financial Planning LLC invest at?
Brewster Financial Planning LLC backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 100K - 5M.
Which regions does Brewster Financial Planning LLC invest in?
Brewster Financial Planning LLC invests across United States.
What companies has Brewster Financial Planning LLC invested in?
Brewster Financial Planning LLC's portfolio includes GreenEnergy Solutions, EduTech Solutions, MediaWorks, AgriTech Innovations, TransLogistics Corp, HealthFirst Innovations, CleanWater Technologies and BioMed Research.
Last updated · Source: ConnectSafely investor database
