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.

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Blogs

Joe Mazzucco |
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Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is essential to understand and manage the five key elements of personal finance: spending, saving, borrowing, planning, and protecting.
February 13th, 2023 - Joe Mazzucco, an independent LPL Financial advisor who founded Stonebrook Wealth Management in Purchase, NY, today announced his inclusion in LPL’s Freedom Club. The LPL Club Program is a way to recognize Advisors who consistently achieve top levels of production and who are recognized as leaders in the industry, and among their peers. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success.