About Us
We are a multi-generational team guiding Southern Florida individuals and families through the complexities of wealth management.
Stonebrook Private is a multi-generational wealth advisory firm serving Southern Florida families and professionals. As a fiduciary partner, we integrate investment management, tax strategy, and estate planning coordination to help clients navigate their financial lives with clarity and confidence.
Our team brings institutional investment experience and advanced credentials across financial planning, portfolio management, tax strategy, and estate considerations. We provide Southern Florida clients with research-driven insights, thoughtful guidance, and disciplined execution to support confident decision-making around 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 our work with Southern Florida clients. We begin by listening and understanding your current situation, priorities, and long-term goals. We then develop a personalized wealth plan that aligns investments, tax considerations, and estate planning coordination into a clear, cohesive strategy.
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.
