The financial advice industry has historically made decisions regarding investments, taxes, and estate in silos. We have found this to lead to suboptimal outcomes, with clients often paying more taxes than necessary and having less assets available to fund their goals and legacy. By integrating the main facets of wealth into our planning process, we aim to be your trusted partner – beyond solely investments.

While many financial advisors outsource the management of their client’s assets to third parties, we prefer to manage the lion’s share of our client’s investments in-house. Our investment team hold CFA and CAIA credentials, considered the gold standard for managing traditional and alternative investments. This approach affords us increased transparency into your portfolio and possible underlying risks. Most importantly, we are able to significantly reduce the all-in costs of investing for our clients by minimizing reliance on pooled products – which pass through additional management fees.

We have found the best financial decisions are made at the intersection of real-world experience and data-driven insights. Todd Knickerbocker, our Managing Partner, has been guiding successful individuals through the difference stages of wealth since 1989. He has seen the highs, but more importantly, the lows of the markets over the last 35+ years. Spencer Knickerbocker, our Chief Investment Officer, started his career on Wall Street and holds the CFA, CAIA, and CFP designations. He brings an innovative, evidence-based framework to Stonebrook Private’s investment process.