WEALTH. WELLNESS. WELL-BEING.

Stonebrook Wealth Management provides financial guidance, investment management, and retirement planning services to individuals, families, corporate executives, medical professionals, business owners, and retirees. 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.

 

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.

Blogs

Joe Mazzucco |
Categories
Annuities can be powerful financial planning tools. Most often used as an insurance product, an annuity can also be used as an investment vehicle, as a way to turn lump-sum income into a stream of payments, and to make a charitable gift while providing for your own financial security.