Different By Design.

Different By Design.

We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.

We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.

We founded our fee-only, independent advisory firm to serve the best interests of our clients. That’s it.

ABOUT US

We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.

We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.

As your fiduciary partner, Stonebrook Private takes into account all facets of wealth when making important decisions, including investment, tax, and estate considerations. Blending over three decades of industry experience with a credentialed investment team, we aim to separate the “noise” from the facts and usher successful outcomes for our clients.

A disciplined financial planning process

A disciplined financial planning process

Wealth Planning

Wealth Planning

Planning for your current and future wealth is at the core of every decision we make. Successful outcomes begin with a detailed and personalized, goals-based financial plan. We start by listening and understanding where you are today, as well as your vision for the future.

Tax Planning

Tax Planning

Often overlooked in the wealth management industry, we consider the tax implications of everything we do for you. Tax planning is a continual and proactive process that takes place throughout the year, not just in April. Bottom line, the less you pay in taxes – the more you keep to fund your goals.

Tax planning strategies for every aspect of life

Tax planning strategies for every aspect of life

Building an enduring plan for a lasting legacy

Building an enduring plan for a lasting legacy

Estate Planning

Estate Planning

We believe estate planning is a fundamental element of comprehensive wealth management. Our team will help you explore the wide range of potential opportunities a substantial estate can create. Whether your goal is wealth preservation across generations or the creation of a philanthropic legacy, we will help you address the big issues.

ABOUT US

A multi-generational team that blends experience and innovation

LET’S CONNECT

Curious about learning more?

Work with our team to get personalized guidance and investment management that supports your goals.