J.R. “Joe” Vidueira

Click here to read Joe's open letter to clients.

Joe Vidueria is Associate Partner, Wealth Advisor, and Economist at Stonebrook Wealth Partners, where he works with families, entrepreneurs, corporate executives, institutions, and medical and legal professionals.

Joe has worked in the investment industry since 2006, advising clients at Smith Barney, Morgan Stanley, and Merrill Lynch before launching his independent practice in 2022. Having served as a Vice President at both Citi Smith Barney and Morgan Stanley, Joe brings extensive experience helping clients navigate their financial and investment planning needs.

A former reporter and editor, Joe became interested in the investment industry after profiling many accomplished entrepreneurs, executives, and business leaders. These early assignments ignited his passion for wealth creation, markets, and economics. After transitioning to finance, he deepened his expertise through hands-on market study, proprietary trading, and rigorous analysis of both fundamental and technical factors. A University of Miami graduate, Joe holds FINRA Series 7 and 65 licenses with LPL Financial, along with multiple state insurance licenses. He has also earned a master’s degree in Austrian economics.

As a result of this study, Joe has developed an investment approach focused on protecting and growing clients’ real wealth after accounting for inflation, while seeking opportunities created by forces such as new technologies and shifting government policies. This approach to portfolio management has become the cornerstone of his work to preserve clients’ wealth and well-being and to help support their long-term financial and personal goals.

More broadly, Joe prioritizes building deep, lasting client relationships by taking the time to truly understand each client, whether an individual, family, or company, and their objectives. He crafts tailored strategies designed to align with their long-term goals. Joe also regularly shares investment and economic insights through articles and social media to help clients and the broader community build financial resilience and take greater control of their financial futures.