Stonebrook Wealth Management provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial (member FINRA/SIPC) as its custodian. We work with a geographically dispersed clientele across the nation and have offices in New York and South Florida.



My husband and I have been working with Joe for over 16 years. We are so grateful to him and his staff for their expert advice and for providing the highest quality of service possible. We highly recommend Stonebrook to anyone who needs investment advice or retirement planning. Thanks to them, we can sleep at night without worry.


 Diane S, Palm Beach, FL


Joe is a pleasure to work with. His guidance is genuine, and his advice has always been in the best interest of me and my family. Whether your plans are short-term or long-term, Joe will listen and offer the best advice for your future, and your comfort zone.


Charlie G, Westchester, NY


Stonebrook considers our risk tolerance which makes us feel at ease in both rising and declining markets. Our advisor always responds to our inquires and informs us of major changes in the portfolio. We feel comfortable discussing all of our financial decisions with our advisor.


Paul and Karen G, Westchester, NY



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Our Firm

The Stonebrook name is derived from the words stone meaning strong and brook meaning stream. We are dedicated to helping you build a strong retirement income stream.

Our Mission

We strive to simplify your financial life and provide you with confidence on your journey to financial independence.

Our Process

We begin with taking the time to get to know you. We then design, implement, and monitor customized investment strategies that are tailored to address your specific needs.

Products & Services

Stonebrook has access to a wide array of products and services to help grow and preserve our clients’ assets.

As an independent wealth management firm utilizing LPL Financial as our broker/dealer and custodian, Stonebrook offers financial advice and guidance. We do not sell any proprietary products or have any sales goals. We work with many of the world’s largest and most respected asset managers and have access to world-class market research by leading investment banks and analysts. We offer products and services in the following categories:

  • Retirement Planning
  • Investment Management
  • Financial Consulting
  • Securities-backed Lending
  • Education Planning
  • Insurance Planning
  • Estate Investment Planning

Click here for complete list of services.

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