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, small business owners, and retirees. We work with a geographically dispersed clientele largely in the New York tri-state area & South Florida.
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:
