{"id":19,"date":"2018-02-12T14:05:49","date_gmt":"2018-02-12T19:05:49","guid":{"rendered":"http:\/\/gpswp.com\/brooksidetax-2\/?page_id=19"},"modified":"2023-12-22T10:26:52","modified_gmt":"2023-12-22T15:26:52","slug":"strategic-alliances","status":"publish","type":"page","link":"https:\/\/gpswp.com\/brooksidetax\/strategic-alliances\/","title":{"rendered":"Strategic Alliances"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p>Brookside Financial Advisors, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.<\/p>\n<p>Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.<\/p>\n<hr>\n<p><b> Anselmo &amp; Company<\/b><\/p>\n<p>The One-Stop Approach <\/p>\n \n<p>To serve you the best we know how, we have created four companies: First, Brookside Tax Advisors, LLC offers tax advice and tax return preparation services. Second, Brookside Insurance Advisors, LLC offers insurance services; including, long-term-care, life insurance, Medicare supplements, and annuities. Third, Brookside Financial Advisors, LLC is a registered investment advisor that supervises wealth management for clients. Lastly,\u202f Anselmo &amp; Company, LLC is the law firm that concentrates in taxation, wills and trusts, probate and trust administration, and elder law planning.  <\/p>\n \n<p>The Anselmo &amp; Company Mission <\/p>\n \n<p>The Mission of Anselmo &amp; Company, LLC is to empower you to make sound decisions to safeguard your family and your wealth.\u202f Anselmo &amp; Company is dedicated to guiding you and your loved ones through the emotional and legal effects of disability and death, by providing quality estate planning advice and documents. The attorneys and staff at Anselmo &amp; Company build trusting and life-long relationships with you and your family. You can have the utmost confidence in their ability to deliver superior service and provide a comprehensive plan that gives you the peace of mind about your future. For more information, visit <a href=\"www.AnselmoLaw.com\">www.AnselmoLaw.com<\/a> or follow them on facebook at <a href=\"www.Facebook.com\/AnselmoLaw\">www.Facebook.com\/AnselmoLaw<\/a>. <\/p>\n<hr>\n<p><img decoding=\"async\" class=\"img-responsive alignleft wp-image-43\" src=\"https:\/\/gpswp.com\/brooksidetax\/wp-content\/uploads\/sites\/562\/mike-e1518474440632.jpg\"><b>Michael Binger, CFA\u00ae<\/b><br><em>President of Gradient Investments, LLC<\/em><\/p>\n<p>As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA\u00ae charterholder and is a frequent contributor on CNBC, Fox Business, Barron\u2019s, and the Wall Street Journal.<\/p>\n<p><a class=\"btn btn-primary btn-sm\" role=\"button\" href=\"#collapseBio2\" data-toggle=\"collapse\" aria-expanded=\"false\" aria-controls=\"collapseBio2\">Read More<\/a><\/p>\n<div id=\"collapseBio2\" class=\"collapse\">\n<div>\n<p>As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA\u00ae charterholder and is a frequent contributor on CNBC, Fox Business, Barron\u2019s, and the Wall Street Journal.<\/p>\n<\/div>\n<\/div>\n<div class=\"clearfix\">&nbsp;<\/div>\n<hr>\n<p><img decoding=\"async\" class=\"img-responsive alignleft wp-image-42\" src=\"https:\/\/gpswp.com\/brooksidetax\/wp-content\/uploads\/sites\/562\/Jermey-copy.jpeg\"><b>Jeremy Bryan, CFA\u00ae<\/b><br><em>Senior Portfolio Manager of Gradient Investments, LLC<\/em><\/p>\n<p>Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA\u00ae charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.<\/p>\n<p><a class=\"btn btn-primary btn-sm\" role=\"button\" href=\"#collapseBio3\" data-toggle=\"collapse\" aria-expanded=\"false\" aria-controls=\"collapseBio3\">Read More<\/a><\/p>\n<div id=\"collapseBio3\" class=\"collapse\">\n<div>\n<p>Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA\u00ae charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.<\/p>\n<\/div>\n<\/div>\n<div class=\"clearfix\">&nbsp;<\/div>\n<hr>\n<p><img decoding=\"async\" class=\"img-responsive alignleft wp-image-42\" src=\"https:\/\/gpswp.com\/brooksidetax\/wp-content\/uploads\/sites\/562\/Gangl-Keith-update-copy.jpeg\"><b>Keith Gangl, CFA\u00ae<\/b><br><em>Portfolio Manager of Gradient Investments, LLC<\/em><\/p>\n<p>Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg.  <\/p>\n<p><a class=\"btn btn-primary btn-sm\" role=\"button\" href=\"#collapseBio3\" data-toggle=\"collapse\" aria-expanded=\"false\" aria-controls=\"collapseBio3\">Read More<\/a><\/p>\n<div id=\"collapseBio3\" class=\"collapse\">\n<div>\n<p>Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg.  <\/p>\n<\/div>\n<\/div>\n\n<div class=\"clearfix\">&nbsp;<\/div>\n<hr>\n<p><em><i>*Content provided by Gradient Investments, LLC, an SEC registered investment advisor.<\/em><\/p>\n<p>The portfolios are managed by their President, Michael Binger, CFA <\/i><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p><br>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Brookside Financial Advisors, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-19","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Strategic Alliances - Brookside Tax &amp; Financial Group, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/brooksidetax\/strategic-alliances\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strategic Alliances - Brookside Tax &amp; Financial Group, LLC\" \/>\n<meta property=\"og:description\" content=\"Brookside Financial Advisors, LLC offers professional money management through various third-party money managers. 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