Your Financial Solutions Hub
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
- SEP 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
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
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