At Westbrook Financial we believe that managing significant wealth should never feel overwhelming — it should feel like a clear path forward with someone you trust walking beside you.
We work with individuals and families at the most consequential moments of their financial lives. Business exits, inheritances, retirement transitions, and estate planning — the moments that require more than a spreadsheet and a template. They require a partner who takes the time to understand your full picture before making a single recommendation.
That is exactly what we do.
Step Into Your Next Chapter.
For individuals and families navigating a major financial event — a business sale, inheritance, divorce settlement, or retirement transition. We build a clear, confident plan for what comes next and stay with you through every decision that follows.
No generic roadmaps. No off-the-shelf solutions. A plan that was made for your specific situation and no one else's. From our first conversation to your first milestone, you will always know exactly where you stand, what comes next, and who is in your corner.
Wealth Transition Planning
For the Moments That Change Everything.
For clients who want to protect what they've built and ensure it passes to the people and causes that matter most. We work alongside your estate attorney to make your legacy plan real, documented, and lasting.
You will walk away with a clear, comprehensive legacy framework — reviewed, updated, and built to hold up when it matters most — so the people you love are taken care of long after you're gone.
Legacy and Estate Coordination
Your Legacy Deserves to Be Intentional
For individuals and families who want a trusted financial partner for the long term. Quarterly reviews, annual planning sessions, and a relationship that grows alongside your wealth — for as long as you need it.
We don't hand you off. We stay. Every check-in is with Simone directly, every recommendation is built around your life, and every decision gets the full weight of fourteen years of experience behind it.
Ongoing Wealth Management
Not a Handoff. A Relationship.
For clients who want to bring the next generation into the conversation. We walk your adult children or beneficiaries through your legacy plan so everyone understands what has been put in place, why it matters, and what their role is when the time comes.
This is not a legal briefing. It is a meaningful family conversation, guided with care, so that your legacy is understood and honored long before it is needed.
Family Legacy Planning
Because Your Legacy Belongs to More Than Just You.
Built Around Your Life.
HOW WE WORK WITH OUR CLIENTS
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FAMILIES SERVED
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AVERAGE PORTFOLIO GROWTH
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YEARS IN PRACTICE
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AVERAGE WEALTH TRANSITION MANAGED
Featured In
The Renee Family — Business Exit and Wealth Transition
"Working with Simone changed the way our family thinks about our financial future. For the first time we felt like someone truly understood what we had built and what we wanted to protect. She didn't just give us a plan. She gave us confidence."
"A Plan That Finally Matched What They Had Built."
Marcus T. — Wealth Transition and Legacy Planning
"I came to Simone after my business sale not knowing where to start. She took the time to understand my full picture before making a single recommendation. Two years later I feel more certain about my financial future than I ever have."
"Two Years Later and Still Going Strong."
The Patterson Family — Ongoing Wealth Management
"Simone has been our family's financial partner for eleven years. She has guided us through a business sale, two estate updates, and a major retirement transition. Every time she shows up like it is the most important thing on her calendar — because for her, it is."
"What Long Term Partnership Actually Looks Like."
The Okafor Family — Estate and Legacy Coordination
"We came to Westbrook Financial when my father passed and left a legacy we had no idea how to manage. Simone walked us through every decision with patience and clarity. We don't know what we would have done without her."
"When Grief Met Complexity, She Brought Clarity."
I founded Westbrook Financial because I kept meeting individuals and families who had done the hard part — built the business, navigated the settlement, received the inheritance — and had no one in their corner who truly understood what that meant.
My practice is built on depth of relationship and precision of planning. I work with a select number of clients at a time because the work I do requires genuine attention, not a template. Every plan I build starts with your story — where you've been, what you've built, and what you want the next chapter to look like.
For fourteen years I have been the person my clients call when the stakes are high and the decisions are real. I would be honored to be that person for you.
Meet Simone
We work with a select number of clients at a time. Your engagement receives the full weight of our attention — not a junior associate and a template. When you call, you reach Simone. When you have a question, you get a real answer from the person who knows your full financial picture.
Depth Over Volume
Our clients stay with us for decades. They send their adult children to us. They introduce us to their business partners. That kind of trust is built one conversation at a time and we have never taken it for granted. A relationship with Westbrook Financial is not a transaction. It is a commitmen
Relationship Driven Practice
We don't look at your finances in isolation. We look at your goals, your family, your values, and your timeline — and build a plan that accounts for all of it. Nothing gets left out of the conversation because the details that feel personal are often the ones that matter most financially.
Whole Picture Planning
Fourteen years. Two hundred families. Eighteen percent average portfolio growth. We have been doing this long enough to know that the right plan is never the fastest one — it is the one that holds. And we have the track record to prove it.
Experience That Shows
Whether you've just navigated a major wealth event or you're ready to build a legacy plan that reflects everything you've worked for, Westbrook Financial is here to help.
An initial consultation includes a full review of your current financial picture, a conversation about your goals, and a clear outline of how we can support you moving forward.
Let's Discuss Your Financial Future.
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