Stonebrook Wealth Management is an independent wealth management firm that 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 Name

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 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 objective 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:

 
Click here for a complete list of our services.

Blogs

With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan participants and 4.7% of individual retirement account (IRA) holders max out their contributions each year, increasing the amount you put aside for retirement may help your financial independence.1 Here is what retirement savers need to know about the increases allowed in 2022. Changes to 401(k)...
Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, benefited from widespread vaccine availability and additional fiscal stimulus. While the economy continues to move forward, we’re still feeling the aftershocks of the COVID-19 Delta variant, whether through elevated inflation, supply chain bottlenecks, or...
Joe Mazzucco |
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Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready. As always, meeting with your financial professional early and often will ensure your questions are answered.