Products & Services
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 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 the following services:
Retirement Planning
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Rollover IRA
- 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
- CD’s
- Annuities
- Asset allocation
Insurance Planning
- Life Insurance
- Long-term care insurance
Estate Investment Management
- Trust accounts
- Beneficiary planning
- Legacy planning
Lending
* 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.
