Stonebrook has access to a wide array of products and services to help grow and protect our clients’ assets.

As an independent wealth management firm utilizing LPL Financial as our broker/dealer and custodian, Stonebrook offers professional 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 the following services:


Retirement Planning

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Employer Retirement Plan Transition
  • IRA Distribution Education
  • 401(k)
  • 403(b)
  • 457
  • Lifetime Income Need
  • Employer Plan Review
  • Retirement Plan Consolidation
  • Social Security Strategy

Financial Consulting

  • Individuals
  • Families
  • Business Owners
  • Corporations
  • Nonprofits
  • Corporate Executives
  • Medical Professionals
  • Retirees

Education Planning

  • 529 Savings Plan
  • Cash Value Life Insurance

Investment Management Services

  • Non-Retirement Accounts (Individual, Joint, UTMA/UGMA, Trusts)
  • Equities
  • Bonds (Tax-Free)
  • Bonds (Government, Corporate)
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Index Funds
  • Money Market Funds
  • Interval Funds
  • REIT's
  • CD’s
  • Annuities
  • Asset Allocation

Insurance Planning

  • Life Insurance
  • Long-term Care Insurance

Estate Investment Management

  • Trust Accounts
  • Beneficiary Planning
  • Legacy Planning


  • Securities-Backed Line Of Credit


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Member FINRA/SIPC.