Different By Design.
Different By Design.
We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.
We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.
We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.
ABOUT US
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.
As your fiduciary partner, Stonebrook Private takes into account all facets of wealth when making important decisions, including investment, tax, and estate considerations. Blending over three decades of industry experience with a credentialed investment team, we aim to separate the “noise” from the facts and usher successful outcomes for our clients.
Wealth Planning
Wealth Planning
Planning for your current and future wealth is at the core of every decision we make. Successful outcomes begin with a detailed and personalized, goals-based financial plan. We start by listening and understanding where you are today, as well as your vision for the future.
Tax Planning
Tax Planning
Often overlooked in the wealth management industry, we consider the tax implications of everything we do for you. Tax planning is a continual and proactive process that takes place throughout the year, not just in April. Bottom line, the less you pay in taxes – the more you keep to fund your goals.
Estate Planning
Estate Planning
We believe estate planning is a fundamental element of comprehensive wealth management. Our team will help you explore the wide range of potential opportunities a substantial estate can create. Whether your goal is wealth preservation across generations or the creation of a philanthropic legacy, we will help you address the big issues.
