ABOUT US
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of wealth management.
Stonebrook Private is a multi-generational wealth advisory firm built to help families navigate the complexities of their financial lives. As your fiduciary partner, we integrate investment management, tax strategy, and estate planning coordination into a comprehensive advisory experience.
Our team brings institutional investment experience and advanced credentials across planning, portfolio management, tax strategy, and estate considerations. We focus on thoughtful guidance, research-driven insights, and disciplined execution to help you make confident decisions about what matters most.
Experience, Depth, and Reach.
$900mm+
Assets Under Management
(as of 9.15.2025)
10 Dedicated Professionals
Our advisors hold the CFA, CFP, CAIA, and ChSNC Designations
Serving families in 37 states and counting
Recognized & Awarded
Forbes Best In State
Todd Knickerbocker was ranked in April 2025 as one of Forbes 2025 Best-In-State-Wealth Advisors. Data compiled by Shook Research LLC based on time period from 6/30/2023 to 6/30/2024). Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings.
AdvisorHub
Todd Knickerbocker was ranked in June 2025 as one of the Advisors to Watch: RIA (250 RIAs to Watch) by AdvisorHub, based on data supplied by Stonebrook Private for the period of 12/31/2023 through 12/31/2025. Stonebrook Private did not pay a fee to be considered for this ranking. For more information, click here.
CityWire RIA
Stonebrook Private was ranked as a 50 Growers Across America RIA in August 2024 by Citywire, based on publicly available Form ADV data from 2023. For more information, visit Citywire RIA: 50 Growers Across America 2024. Stonebrook Private did not pay a fee to be included in the ranking.
Wealth Planning
Thoughtful planning is at the center of every financial decision we help you make. We begin by listening—understanding where you are today, what matters most to you, and the future you envision. From there, we create a personalized plan that connects your goals with a clear strategy across investments, tax considerations, and estate planning coordination.
Tax Planning
Tax planning is most effective when it’s integrated into your overall financial strategy. We evaluate tax considerations throughout the year, coordinating decisions across investments, income, charitable giving, and estate planning. The result is a more intentional approach to managing the financial decisions that shape your future.
Estate Planning
Estate planning helps ensure that your wealth reflects your priorities over time. We guide discussions around family legacy, philanthropic interests, and the thoughtful transfer of assets. Working alongside your legal and tax advisors, we help coordinate a strategy that supports your wishes and considers the needs of future generations.
IN THE NEWS
