Investment Services
Smart Investments with Quality Assistance
We know setting financial goals and planning for your future can seem overwhelming. That’s why Point West offers professional investment services courtesy of our partnership with Jeff Brooks, a Partner Advisor at Allworth Financial.
Building a Relationship
You know where you are – and where you want to go. Our goal is to help you get there. Services offered include:
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Asset management
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Pre-retirement planning
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Retirement income strategies
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Asset allocation
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PERS evaluation & counseling
Member Centered Approach
When it comes to financial advice it’s all about you. Whether you’re saving for retirement, planning for something special, or simply looking for a little more financial stability we’re here to help you pursue your goals. Here are some benefits of working with a financial advisor:
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Organize and simplify your financial life
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Access in-depth knowledge of financial solutions
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Spend more time doing the things you cherish most
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Enjoy a sense of comfort with the knowledge that someone who works with investments every day is working for you.
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No obligation consultation
Financial Advisor
Jeff Brooks is a Partner Advisor in Allworth Financial’s Vancouver, WA office. He provides highly customized financial services to individuals and businesses, focusing on creating personalized portfolios tailored to each client’s specific needs. He began his career in securities registration in 2002 and earned his Behavioral Financial Advisor™ (BFA™) designation in 2019. This designation combines traditional finance principles with insights from psychology and neuroscience, enhancing clients’ emotional intelligence and decision-making skills. A lifelong resident of the Northwest, Jeff was raised in Portland, Oregon, and currently lives in Washougal, Washington. He has a rich history of community involvement, particularly in soccer, having coached at various levels, including college and high school. Notably, Jeff led the Mt. View High School varsity boys’ soccer team for 18 years, achieving a State Championship during his tenure. In recognition of his accomplishments, he will be inducted into the Linfield University Athletics Hall of Fame in October 2024.
Jeff is married and has two sons. A passionate soccer fan, coach, and retired player, he enjoys camping and cooking in his free time. Additionally, he and his family foster golden retrievers through Golden Bond Rescue.
Disclosures
Not NCUA Insured / No Credit Union Guarantees / May Lose Value / Not a Deposit / Not Insured by any Government Agency
Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA’s BrokerCheck.
HMRN Insurance Agency, LLC license #0D34087
1Barron’s 2024 Top 100 RIA Firms. Barron’s© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
2 Retention Rate Source: Allworth Internal Data, FY 2022
3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration.
5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience.
6 2021 Value of an Advisor Study / Russel Investments
7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.
8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.
✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company’s years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Important Information
The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.
Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.
The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.