Real Advice For Real People.
For three generations, Brooks Bulleit Wealth Advisors has focused on serving families, individuals and businesses. We provide specialized support in managing client financial needs and goals in the following areas: portfolio management, financial and retirement planning, municipal and corporate bonds, trust, estate and legacy management, life insurance and annuities, charitable gifting strategies, lending services, business valuation and succession strategies and social security planning.
Everyone’s journey is unique. Your wealth management strategy should be too. At Brooks Bulleit Wealth Advisors, that philosophy guides the way our team works. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge accumulated over more than 150 years to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let us help you write your story.
From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.
The first generation of the group began with William O. Brooks in 1977. Bill began the practice in Winchester, Kentucky and later moved to Lexington upon joining Hilliard Lyons.
It began with Bill, the deceased father of Betsy Bulleit and George Brooks and continues with Betsy, George, and his son, John Brooks.
Senior Vice President, Wealth Advisor
Reg Client Service Assoc II
In 1854, Hilliard Lyons was founded on a promise: we will always work to put our clients first. Today, Brooks Bulleit Wealth Advisors are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.
When you turn to Hilliard Lyons, you gain access not only to our dedicated wealth advisor team, but to the strength of an entire family of connected financial experts.
Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Quality, perspective, honesty and integrity: our core values are at the center of everything we do.
Our education and industry experience have perfectly prepared us to guide you.
Investing and saving for the future can be difficult. Brooks Bullet Wealth Advisors offers a team approach to solve this difficulty for you. Contact us to schedule a meeting for a no-obligation initial consultation and evaluation of your financial goals and needs.