Instrumental Advisors is a boutique financial planning and investment management firm founded in 2013 by R. Brook Menees, CFP. Our financial advisors and staff work to assist business owners & individuals who have the financial resources and/or income to build & preserve their wealth for important personal goals, business goals, and/or charitable causes. We have helped clients live through three o
f the worst bear markets in US history, wars in the Middle-East, Bosnia, & Ukraine, the Asian currency crisis, the Mexican peso & Russian ruble collapses, the Financial Crisis of '08-'09, the Covid-Crash, & the worst bond market (2022) on record. Our professional goals are, including but not limited to:
1. Make each client feel important no matter their wealth or income...
2. Serve clients at a high level...
3. Manage clients' monies in a manner which closely mirrors their risk tolerance & time horizon(s)...
4. Assist our employees to have all the success & financial independence we strive to accomplish for our clients...
5. Leave our profession better than it was before our arrival by contributing time, energy, & resources toward this end, and...
6. Bring a great attitude to the office everyday so that our passion for the work we do for clients shines through.
*Brook Menees is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors and Instrumental Advisors are separate entities from LPL Financial.
**The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, IL, IA, KS, MA, ME, MN, MO, NC, NE, NY, NC, OH, OK, OR, PA, PR, SC, TX, UT, WV, VA, VI
