Overview

Clearbrook Investment Management, LLC is a fee-based fiduciary Registered Investment Advisor that also offers some insurance (life, LTC, Disability) as well as fixed and fixed-indexed annuities. We believe in helping our clients achieve their financial and job-free future through careful planning that includes investment advice, tax mitigation, retirement (job-free) income planning and legacy planning. We keep our fees low, we value-invest, and we always act in the best interest of our clients.

We are open to acquiring new clients through the acquisition of an existing book of business in Northwest Washington that fits who we are. We are not interested in selling, but may entertain a merger if the situation is a great fit.


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