About Wasson Investment Services
A Trusted Partner for Your Financial Future
Wasson Investment Services, in partnership with Brookstone Capital Management, is dedicated to helping families and businesses in Rohnert Park, CA and the surrounding communities achieve financial clarity and confidence.
We believe that every client deserves a personalized financial strategy — one built on a true partnership, transparent communication, and a deep understanding of your unique goals and circumstances.
Whether you're approaching retirement, navigating a major life transition, or looking to protect your family's future, our team is here to guide you every step of the way.
"Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future."
Our Philosophy
Stewardship
We treat your assets with the same care and responsibility we would apply to our own. Your financial wellbeing is our top priority.
Transparency
We believe in open, honest communication. You will always know where your money is, how it is working for you, and why we recommend each strategy.
Technology
We leverage modern financial tools and our New Generation Retirement® system to deliver data-driven strategies tailored to your goals.
Meet Our Team
Dave Wasson
Investment Advisor Representative
Dave Wasson is an Investment Advisor Representative registered with Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. With years of experience serving the Rohnert Park community, Dave is committed to helping clients navigate the complexities of retirement planning with clarity and confidence.
Dave specializes in income planning, Social Security optimization, and creating customized retirement strategies that reflect each client's unique situation and goals.
Ready to Get Started?
Schedule a complimentary analysis today and take the first step toward financial confidence.
Contact Our Office