Broker Check

Services

I am an Investment Adviser Representative with Brookstone Capital Management.

I provide the following services:

Investment Advice

Retirement Planning

Life Insurance

Estate Planning

Tax Consulting

As an investment advisor representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client.

I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Owen Arnoff is an Investment Adviser Representative and is also a licensed insurance agent. In this capacity, Owen may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through Owen on a commissionable basis. In addition, Owen may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when he acts as an insurance agent may give him an incentive to recommend insurance products based on the compensation received.

As an Enrolled Agent, I also provide the tax consulting services; my tax practice web site is located at www.owenarnoff.com.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

owen@wealth-protection.com   |  530-300-0066