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Middlebrook Wealth
Services
Financial & Retirement Planning
Estate & Tax Planning
Risk Management
Exit Planning
Meet the Team
Resources
Our Insights
Frequently Asked Questions
Investment Access
Contact Us
Middlebrook Wealth
Services
Financial & Retirement Planning
Estate & Tax Planning
Risk Management
Exit Planning
Meet the Team
Resources
Our Insights
Frequently Asked Questions
Investment Access
Contact Us
Folder: Services
Back
Financial & Retirement Planning
Estate & Tax Planning
Risk Management
Exit Planning
Meet the Team
Folder: Resources
Back
Our Insights
Frequently Asked Questions
Investment Access
Contact Us

Staunton Office
5 Middlebrook Ave. Staunton, VA 24401
(540) 712-0288

Berryville Office
101 E Main St, Suite 103. Berryville, VA 22611
(540) 240-9610

Charlottesville Office
414 East Market Street, 
Charlottesville, VA 22902
(540) 712-0288

© 2024 Advisory services provided by NewEdge Advisors, LLC doing business as Middlebrook Wealth, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.