WEALTH. WELLNESS. WELL-BEING.

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.

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
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed below.
Baby Boomers are people born between 1946 and 1964. Combined, they hold about $20 trillion in wealth. Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.
Joe Mazzucco |
Categories
Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they may spend less time in the workforce and earn less money than men in the same age group.