BrookBridge Private Wealth Joins LPL Financial
BrookBridge Private Wealth has officially joined LPL Financial, a move designed to deepen client service and widen what the firm can offer. By aligning with LPL, the team can focus on high-net-worth clients while keeping the personalized, one-to-one approach that defines their work. The transition gives them room to tailor solutions with greater flexibility, backed by a broader set of resources and support.
A Seasoned Team, Focused on What Matters
The BrookBridge team is led by veteran advisors John Duane and Gregory Giantsos, bringing extensive experience in financial advising and wealth management. Duane, a proud Brooklynite, has spent three decades in finance, dedicating the last 25 years to private banking—time that taught him how to navigate complex client needs with care and clarity. His colleague, Giantsos, entered the industry in 2012 and built a successful career as a portfolio manager, shaped by a close study of market dynamics and how they affect real clients, in real time. Together, they balance long-view perspective with day-to-day execution.
Client-Centered, Start to Finish
BrookBridge’s edge is simple: put the client first, every time. Duane and Giantsos have long served business owners, non-profit organizations, and families, tailoring wealth management to the specific circumstances of each relationship. They listen before they recommend. They frame plans around real goals and constraints. And they work collaboratively—bridging strategy and implementation—so clients can move toward their objectives with a plan that fits how they actually live and work.
Why Choose LPL Financial
The decision to partner with LPL Financial came down to independence with support. Duane and Giantsos wanted to preserve control of their brand and the way they serve clients, while gaining access to resources that would help them deliver more. LPL’s affiliation model offers that balance, giving BrookBridge the freedom to run its practice its way, with the scale and backing to keep elevating the client experience.
What LPL Private Wealth Brings
By joining LPL, BrookBridge gains resources designed for high-net-worth advisors: high payouts, enhanced business autonomy, and tools that strengthen client relationships. The team can now consider investment paths that weren’t previously available to them, including alternative investments and complex life insurance planning. With more options on the table, they can evaluate a wider range of strategies and select what’s appropriate for each client’s situation—no more, no less.
Relationships First, Then the Rest
At the core of BrookBridge Private Wealth’s philosophy is a simple belief: every client is unique. As Duane notes, “Our objective is not just asset management; it’s about building and strengthening client relationships.” The move to LPL supports that belief by expanding the firm’s ability to address varied preferences and needs, from straightforward portfolio management to more nuanced planning. The result is a broader menu of services, delivered through a steady relationship and plainspoken guidance.
Recognition for a Deliberate Move
Scott Posner, Executive Vice President at LPL, shared his enthusiasm for BrookBridge’s launch and acknowledged the distinct needs of wealth-focused advisors. He emphasized LPL’s commitment to continue investing in solutions that help advisors enhance their offering—ultimately benefiting clients. Bringing BrookBridge into the LPL community signals momentum for the firm and creates room for clients to gain from that added support and scale.
Looking Ahead
As BrookBridge Private Wealth begins this next chapter with LPL Financial, clients can expect steadier service and a more tailored set of wealth management options. The partnership is meant to raise a high bar even higher, combining attentive relationships with a wider toolkit. Step by step, one relationship at a time, the focus remains the same: help clients pursue their financial goals with clarity and confidence.
Frequently Asked Questions
What is BrookBridge Private Wealth?
BrookBridge Private Wealth is a financial advisory firm that focuses on personalized wealth management for high-net-worth clients. The team emphasizes tailored investment management and financial planning, delivered through a close, long-term client relationship.
Who are the key advisors at BrookBridge?
The firm is led by advisors John Duane and Gregory Giantsos. Duane has worked in finance for 30 years, with 25 in private banking, and Giantsos began his career in 2012, building experience as a portfolio manager with a focus on market dynamics.
Why did BrookBridge partner with LPL Financial?
They sought a blend of independence and support—keeping control of their brand and client experience while gaining access to resources that enhance service delivery. LPL’s affiliation model provides that balance.
What services does LPL provide to BrookBridge?
LPL provides advanced planning resources, investment platforms, and a community geared toward high-net-worth-focused advisors. BrookBridge also gains tools designed to strengthen client relationships and support the firm’s practice.
How does this transition benefit clients?
Clients can expect more options and more tailored solutions, including access to a broader range of investment products such as alternative investments and complex life insurance planning, all aligned with individual goals and preferences.
