FINANCIAL PLANNING

INVESTMENT MANAGEMENT

PEACE OF MIND

Brackenwood Capital Management, LLC provides practical financial planning & investment management solutions to individuals, trusts and small businesses.
 

Financial Planning & Investment Management 

Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but Brackenwood Capital's customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to help ensure your financial plan is integrated for today and for the future.

A Personal Process

We first design an individual investment policy and comprehensive financial plan. This is the primary tool in implementing a proper portfolio allocation and tax efficient investment strategy for each client. We work with our clients every step of the way to make sure they are comfortable with the investment process and approach.

Independence, Integrity & Trust

Integrity, commitment, and professionalism are at the core of our business. Free from the constraints of outside interests, Brackenwood Capital operates exclusively on your behalf. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary, we are dedicated to serving your best interests in every way.

MARK KRUSE
MANAGER
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Mr. Kruse is a Certified Financial Planner (CFP), FINRA securities-licensed and WA State Life & Disability insurance-licensed. Mark regularly teaches CFP certification classes at Seattle Central Community College, and has served on several Bainbridge Island-based non-profit boards. 

JOSEPH BEYER
ASSOCIATE
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Joe brings a wealth of business operations expertise to the firm. A graduate of Western Washington University (BA Finance- ’92) and The College of William & Mary (MBA-’99), Joe also provides longtime real estate management analysis skills to areas of Brackenwood Capital’s portfolio management.

CONTACT

US

175 Parfitt Way SW

#N220

Bainbridge Island, WA 98110

info@bcmportfolios.com
(206) 446-0157

 

© 2020 by Brackenwood Capital Management