DISCLOSURE

Pierce Strategic Wealth Management provides financial planning and wealth management services designed to help clients pursue their long-term financial goals.

Investment Advisory Services

Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment adviser. BCM and Pierce Strategic Wealth Management are independent of each other.

Insurance Services

Insurance products and services are not offered through Brookstone Capital Management, LLC. Insurance services are offered through AmeriLife and sold through individually licensed and appointed insurance agents.

Fiduciary Standard

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all investment management clients. This means we have an obligation to act in the best interests of our clients and to make full disclosure of any material conflicts of interest.

Insurance services are offered separately and are not fiduciary in nature.

For additional information, please refer to our firm brochure, Form ADV Part 2A, Item 4.

Investment Risk

All investments involve risk, including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives or be suitable for all investors. Past performance is not indicative of future results.

No Tax or Legal Advice

Information provided on this website is not intended as tax or legal advice and should not be relied upon as such. You are encouraged to seek advice from independent tax or legal professionals regarding your individual situation.

Illustrations & Examples

Examples provided are for illustrative purposes only and do not represent actual client results unless otherwise stated. They should not be interpreted as a guarantee of future performance. Individual results will vary based on personal circumstances.

Government Affiliation Disclaimer

Brookstone Capital Management, Pierce Strategic Wealth Management, and Todd Pierce are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Complimentary Services

Any no-cost or complimentary services are provided without obligation. Participants may be contacted to discuss advisory or insurance services; however, there is no requirement to engage in any advisory or insurance program.

Updates

These disclosures are subject to change without notice to remain compliant with applicable regulatory requirements.

Frequently Asked Questions

Common Questions Answered for your convenience.

While we do not limit who we work with?

We specialize in helping pre-retirees and early retirees aged 62-67 who want clarity around Retirement Investment Strategy, 401(k) & IRA Maximization, Social Security, Medicare Planning and Protection, Taxes, and Longevity Planning.

Are you a fiduciary?

Yes. We are a fiduciary firm, meaning we are legally required to always act in your best interest—no conflicts, no pressure.

Can you help with Medicare and Social Security decisions?

Absolutely. We guide clients through Medicare planning and Social Security maximization to help avoid costly mistakes and maximize lifetime benefits.

How do you help reduce taxes in retirement?

We create tax-efficient retirement income strategies, including smart withdrawal planning and proactive tax management, designed to help your money last longer.

What is the Retirement Confidence Blueprint™?

It’s our comprehensive planning process that aligns healthcare decisions, income planning, investments, and legacy goals into one clear retirement roadmap.

Is the consultation really free?

Yes. Your initial consultation is 100% free, transparent, and pressure-free.

Still have questions?

Schedule a no-obligation strategy session and get clarity on your retirement plan.