Full-service financial planning firm and RIA expands wealth management and investment advisory offering within AmeriLife’s powerful, holistic wealth distribution platform
CHICAGO and CLEARWATER, Fla. – November 25, 2024 – Brookstone Capital Management (“Brookstone”), a leading SEC-Registered Investment Advisory (RIA) firm and an affiliate of AmeriLife Group, LLC (“AmeriLife”), announced today that it has partnered with Copperleaf Capital, LLC, a financial planning firm and RIA based in Raleigh, North Carolina. Per the agreement, terms of the deal were not disclosed.
“We’re excited to join forces with Copperleaf Capital,” said Dean Zayed, CEO of Brookstone Capital Management. “This partnership strengthens our organization and allows us to continue delivering best-in-class solutions for our clients. By combining our expertise, we’re expanding our holistic approach to wealth management and ensuring our clients benefit from a comprehensive range of insurance and securities services.”
“This collaboration underscores Brookstone’s ongoing commitment to supporting our advisors and leading the way in integrated financial solutions,” added Darryl Ronconi, president of Brookstone Capital Management. “Together, we’re better positioned to help clients navigate the complexities of wealth management and achieve their long-term financial goals.”
With over 35 years of experience, Copperleaf Capital has invested in positively impacting families through strategic wealth management and financial planning. Copperleaf Capital’s proprietary, step-by-step discovery and planning process identifies specific areas where families and individuals can make sound financial decisions, turning dream retirement scenarios into actionable deployment to reach each client’s retirement goals.
“I couldn’t be more excited to partner and expand our relationship with Brookstone,” said Ryan Peterson, president of Copperleaf Capital. “They are the best partner to take us to the next level. The entire team is thrilled about the opportunity of aligning Copperleaf Capital with the extensive resources and talent that they offer.”
As an affiliate partner of AmeriLife’s Wealth Distribution platform, Copperleaf Capital will enjoy broad access to best-in-class platforms, tools, resources, and an expansive product portfolio to move quickly into new markets, accelerate production, and drive the firm’s growth for years.
“Ryan and his team have created a formidable brand and business transforming retirement planning for Americans planning for or entering their retirement years,” said Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group. “We’re thrilled to have Copperleaf Capital join forces with Brookstone under the AmeriLife Wealth Group umbrella. Their distinctive approach, expertise, and leadership will be invaluable as we expand and strengthen our dynamic and holistic distribution platform.”
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