Brooke Ramstad

Brooke Ramstad is a Senior Financial Advisor at BR Wealth Management, where she helps individuals and business owners navigate the complexities of financial planning with clarity and confidence. Known for her personalized, strategic approach, Brooke specializes in comprehensive wealth management with a focus on retirement planning and business exit strategies.

As a Certified Financial Planner™, Brooke upholds the highest standards in the industry, bringing both technical expertise and a thoughtful, client-centered approach to every relationship. She also earned the Certified Exit Planning Advisor (CEPA) designation in 2020, enabling her to guide business owners through the financial and emotional aspects of preparing for and transitioning out of their businesses.

Brooke began her career in financial services in 2008 with Wachovia Securities (a predecessor of Wells Fargo Advisors) in Boise, where she was promoted to Financial Advisor. She later served as a Principal and Investment Advisor at RW Investment Management. Earlier in her career, she worked in national seafood and international media sales in Seattle, WA—experiences that gave her a unique perspective on business operations and client service. In recognition of her leadership and impact, Brooke was honored by the Idaho Business Review for Excellence in Finance in 2018.

Brooke holds a Bachelor of Arts in Romance Linguistics from the University of Washington. Outside of work she enjoys spending time with her husband, Eric, and their two children, Summer and Anders, exploring the Boise River Greenbelt or skiing at Bogus Basin.

Brooke Ramstad was named a 2018 honoree by Idaho Business Review in connection with its “Excellence In Finance” program (article published August 13, 2018). Honorees were selected based on an application and review by a committee of prior program honorees, using factors such as leadership, mentorship, achievements, and community involvement/service. This recognition is not a guarantee of future results and should not be construed as an endorsement by any client.