We are different by design. Our multi-generational team expertly blends experience, credentials, wisdom, and innovation. Generating and managing wealth comes with unique complexities – we are here to help.
Stonebrook Private is proudly a fee-only advisory firm. We are held to a fiduciary standard and must always act in our client’s best interest. We cannot – and do not – accept commissions or sales loads from financial products. This allows us to sit alongside our clients when making decisions, minimizing the conflicts of interest that plague many investment firms.
Integration of Wealth, Tax, & Estate
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.
In-House Portfolio Management
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 the highly coveted 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.
Experience and Credentials
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.
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Work with our team to get personalized guidance and investment management that supports your goals.
Source: Forbes.com (Awarded April 2023 to Todd D. Knickerbocker, data compiled by Shook Research LLC based on time period from 6/30/2021 to 6/30/2022). Advisors considered for the list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, client satisfaction/retention, compliance records, and community involvement, among others. Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Forbes and / or Shook Research LLC are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. For more information, visit Forbe's Best-In-State Wealth Advisors.