Open Letter from Joe Vidueira

Dear Clients,

I’m excited to share an important milestone in my practice and, more importantly, in the future of the relationships we’ve built together. After a great deal of thought and careful consideration, I have made the decision to transition my practice from Eagle Harbor Advisors to Stonebrook Wealth Partners. I made this decision because I believe it creates an even better experience for you and positions me to serve you at an even higher level for years to come.

For nearly two decades, my focus has remained the same: providing thoughtful, independent advice and helping clients make informed decisions about their wealth and their future. As your advisor, I have always believed that my responsibility is to continually improve the way I serve you, and this transition represents an important investment in that commitment.

By joining Stonebrook Wealth Partners, I now have the backing of LPL Financial, the nation’s largest independent broker-dealer with approximately $2.3 trillion in assets serviced or custodied. This provides me with access to a substantially broader platform of research, technology, planning resources, and investment solutions. The result is greater depth, greater capability, and an even stronger foundation to help you navigate every stage of your financial life.

Most importantly, the foundation of our relationship remains unchanged. You will continue working directly with me, receiving the same independent advice and personalized attention. The transition has been designed to be simple and seamless, and I will personally guide you through every step to ensure everything is handled smoothly.

The greatest investment I've ever made is in the relationships we've built, and I look forward to continuing this journey together. It is an honor to be your advisor, and I look forward to everything this next chapter will allow us to accomplish together.

Thank you for the trust and confidence you place in me.

Joe Vidueira

About LPL Financial

To learn more about LPL, please visit: www.stonebrookwealth.com/about-lpl.