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.
Stonebrook Wealth Management provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, corporate executives, medical professionals, 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.
As an independent wealth management firm, Stonebrook serves in a Fiduciary capacity in all advisory relationships. We do not have sales goals or sell proprietary products. We work with many of the world’s largest and most respected asset managers, and have exclusive access to world class market research by leading investment banks and analysts.
For more about LPL, click here: ABOUT LPL