Brooks Jewett sees wealth management the same way a great coach sees a championship team—success doesn’t come from individual talent alone, but from having a clear, coordinated game plan.
As his client, Brooks serves as your head coach—ensuring your investments, tax strategy, legal planning, and long-term goals are all aligned and working together. Whether you’re preparing for a business exit, building multi-generational wealth, or navigating complex financial decisions, Brooks brings structure to the process and clarity to every step.
He communicates with a calm, confident presence that helps clients feel at ease, even in high-stakes situations. His ability to simplify complexity and translate financial strategy into real-life impact is what allows clients to move forward with confidence.
Industry Experience
Brooks began his career in financial services in 2011, shortly after graduating from the University of Mississippi. He spent more than a decade developing his expertise within a traditional broker-dealer environment before taking a step into independence—driven by a desire to provide advice without constraints or quotas, and to fully align his recommendations with what is best for his clients. In 2026, Brooks joined Hanover Square, where he continues that mission alongside a team that shares his commitment to thoughtful, client-first planning and long-term relationships.
Areas of Focus
Brooks works primarily with business owners, high-income professionals, and families with complex financial lives. He enjoys helping clients navigate pivotal financial moments, whether that’s preparing for a business transition, structuring long-term wealth strategies, or creating a plan that supports future generations. His work often centers around bringing clarity to complexity, helping clients understand how each piece of their financial life fits together and impacts their long-term goals.
He also has a strong interest in working with multi-generational families, helping them not only preserve wealth, but thoughtfully pass it on—ensuring the next generation is prepared, educated, and aligned.
At the core of his work is one central question:
“How do all the pieces come together to support the life you want to live?”
What You’ll Love About Working With Brooks
- He explains complex strategies in plain English
- He focuses on how decisions impact your real life, not just numbers on a page
- He brings structure and clarity to complex financial situations
- He works collaboratively, not transactionally
- He prioritizes education so you feel confident in every decision
- He genuinely enjoys helping people—and it shows
Credentials
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Bachelor of Business Administration, Banking & Finance – University of Mississippi
Brooks By The Numbers
- 15 years in financial services
- 13 years coaching lacrosse
- 38 years in Winston-Salem
- 2 young children
- 7 chickens
- 100% focus on independent, client-first advice
Community Involvement & Leadership
Brooks is deeply connected to the Winston-Salem community and is passionate about seeing it continue to grow and thrive. Having spent his life there, he takes pride in giving back—supporting organizations and initiatives that strengthen the place he calls home. His involvement includes:
- Former U.S. Senate Intern (2010)
- Volunteer YMCA Basketball Coach (2010–2012)
- Former Finance Chair, Habitat for Humanity Young Professionals of Forsyth County (2010–2012)
- Former Committee Member, American Heart Association Forsyth County Heart Ball Auction
- Eagle Scout, Boy Scouts of America
- Leadership Winston-Salem Flagship Class (2024)
- Pivot Ministries Finance Committee Chair (2024–Present)
- Whitaker School Circle of Excellence Board Member (2025–Present)
- FPA of Charlotte Ad Hoc Board Member (2026–Present)
- Winston-Salem Police Foundation Board Member (2026–Present)
A Q&A with Brooks
What’s your favorite way to spend time outside of work?
Spending time with my family—whether that’s being outdoors, playing with my kids, or having people out to our farm. That’s where I recharge.
What’s a hobby you really enjoy?
Golf is probably at the top of the list. I enjoy the challenge of it, and it’s also a great way to spend time with people.
What’s something people might not know about you?
I spent over a decade coaching lacrosse, and a lot of how I think about leadership and teamwork comes from that experience.
What’s your favorite tradition?
Every year we celebrate my wife’s birthday in Pinehurst, watching the U.S. Kids World Golf tournament parade. It’s something we look forward to every year.
If you could spend the day with a fictional character, who would it be?
Ted Lasso. He’s the best example of leadership without ego—meeting people where they are and bringing out the best in them.
How would you describe your life in three words
Legacy. Precision. Grit.