The plan comes first
No orchestra plays without a score. Your written financial plan does the same job: it says what the money has to do, and when. The portfolio is built to play it.
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About Perfetta Capital
A one-advisor firm, on purpose.
Perfetta Capital is a fee-only investment advisor led by financial advisor Michael Brooks. Based in Gainesville, Georgia, we manage investments and build financial plans for individuals and families across the country, mostly by Zoom and phone, and we built the firm around a simple idea: process, not a product.
Michael Brooks
Managing Principal & Financial Advisor
- Advising families since 2008
- B.M., Cleveland Institute of Music
- M.M., Purchase College, SUNY
- Investment Advisor Representative
Michael Brooks has advised individuals and families since 2008. He founded Perfetta Capital to do the work the way he believes it should be done: one advisor, one written plan, and a disciplined process applied the same way in every market.
Michael grew up around the business. His father, George Brooks, was a financial advisor and insurance agent for more than 35 years, and Michael began his own career in 2008 at his father’s firm, Financial Partners Wealth Management. He went on to spend more than twelve years at Sentara Capital as an investment advisor representative and the firm’s chief compliance officer. Today he is Perfetta’s managing principal and chief compliance officer, so the person who gives the advice is also responsible for making sure it meets the rules.
Michael came to finance from music. He trained as a professional violist, earning a Bachelor of Music from the Cleveland Institute of Music and a Master of Music from Purchase College, State University of New York. Years in the practice room taught him that results come from fundamentals, repeated with discipline until they hold up under pressure. He brings the same approach to planning and investing. More on that below.
He shares that approach on the firm’s YouTube channel, with market updates, planning ideas and walkthroughs of the tools clients use.
He is based in Gainesville, Georgia, and works with clients across the country by Zoom and phone.
From the practice room
What the viola taught Michael about money.
A violist spends years learning to do a few things exactly right, every day, in the middle of an ensemble, at a tempo someone else sets. It turns out to be good training for managing other people’s life savings.
I
II
Fundamentals, repeated
Scales before Brahms. Get the mix of stocks and bonds right, keep costs low, rebalance on schedule. Then do it again next year. Results come from the basics, held to under pressure.
III
Built over many bars
A crescendo is shaped over a long phrase, and it steps back before it builds again. Compounding works the same way. We don’t chase what’s working this month or try to time the market.
IV
The inner voice
The viola sits in the middle of the orchestra, where the sound blends and nobody rushes. Diversification works the same way: no single stock, sector or country carries the outcome, and the pace is set by the plan, not the news.
The music is a way of thinking about the work, not a promise about results. Investing involves risk, including possible loss of principal.
Behind the scenes
Who you’ll hear from.
Elcione Brooks
Administrative Assistant
Elcione looks after the client experience at Perfetta: scheduling meetings, preparing and tracking paperwork, and making sure nothing falls through the cracks.
Elcione spent more than 15 years as a head nurse, where caring for people and keeping every detail in order was the job. She brings that same approach to Perfetta’s clients. Originally from Brazil, she is also Michael’s wife.
For scheduling or paperwork questions, call 404.983.8099 or email michael@perfettacapital.com.
What we believe
Three commitments.
Fee-only, fiduciary advice
We are paid by our clients, not by the products we recommend. That keeps the advice about you.
One advisor who knows you
Personal connection comes first. You are never just a number, and you always know who to call.
A repeatable process
Listen, plan, invest, review. The same disciplined steps for every client, in every market.
Technology
Remote by design. Tools that keep you informed.
We meet by video to understand your goals, and use technology so you can see where you stand between meetings, wherever you are.
Custodian
Altruist
Altruist holds client accounts and provides the reporting behind them. Its mobile-friendly platform lets you check your accounts and activity from anywhere, with low-cost account management and clear statements.
Financial planning
RightCapital
RightCapital is our planning platform. Retirement projections, tax-aware strategies and your plan itself are available through a mobile-friendly portal, so you can follow your progress on the go.
Projections are hypothetical and are not guarantees of future results.
Firm details
The facts.
| Legal name | Perfetta Capital, LLC |
| Principal | Michael Brooks, Managing Principal & Chief Compliance Officer |
| Disciplinary history | None reported. See Form ADV Part 2B |
| Registration | Georgia-registered investment advisor |
| Compensation | Fee-only. No commissions. |
| Custody | Altruist and Charles Schwab, in the client’s name |
| Office | 1570 Buckthorn Ln, Gainesville, GA 30504 |
| Disclosures | Form ADV Part 2A · Part 2B · Privacy policy |
Next step
Come meet Michael.
Start with a short intro call by Zoom or phone, wherever you are. No preparation needed.