About Stonebrooke Wealth Management Inc.
In a field that is becoming cloudy, crowded and commoditized, you deserve a qualified team that demonstrates a committed effort to rise up, take you and keep you in a place of complete confidence.
Each of us at Stonebrooke Wealth Management are highly educated in our field. We recognize that you are valuable, have been blessed with unique gifts, talents and a purpose for life. Backed by the power and strength of LPL Financial, their Trust service affiliates, technology and integrated investment platforms, we are committed to taking you to another level in the investment planning environment.
Our experience tells us that the majority of people today view investing / investment planning from the left-brain logical point of view. This isn’t good or bad- it’s just not complete. 96% of human decisions come from the right (creative) side of your brain. With Stonebrooke, we listen twice as much as we speak, align your values and goals, then monetize them with the data as support. This style of planning is powerful and will have a positive effect on the way you live life going forward.
What separates us from other wealth management firms both large and small: We’ve created Purpose Driven Planning for you at any stage of life. Discover what it means to really LIVE, LEARN, GIVE and EARN. Tie this exercise into your investment plan and become the best version of you imagined.
What Our Clients Say
- We set clear and mutual expectations
- We are straight forward about our fees
- We look out for your best interests
- We listen and understand the needs of your situation
- We motivate clients to take action
- We strive to bring you a valuable experience at every interaction
- We have diverse offerings
- We are solution oriented
Our Philosophy
We believe in Service above Self and believe every person deserves access to sound, financial advice that is Clear, Concise and Compelling.
Our corporate philosophy is to help you recognize that you were created by God in His image, as a unique individual possessing a wide variety of gifts and talents. There's no one on the planet like you. Our role is to strive to help you grow, manage and comfortably distribute the financial resources you've attained.
We do this with unwavering Integrity, Authenticity, and Creativity. We recognize and surround you with some of the brightest and sharpest minds in the financial services industry, providing you with plans and strategies to potentially accomplish more than you could have thought or imagined.
We ask a lot of questions, listen well and understand how you’ve been hard-wired to make the financial decisions you do. After analyzing your data, we provide education and make step by step recommendations to implement your plan, so what could be considered complex decision making actually comes quite easily.
Our Process
No two people are the same and we know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. Your purpose in life, your values and goals come to life with a well maintained financial plan.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
Our Services
Comprehensive Financial Planning*
Private Client Services*
Wealth Management
Trust Services*
Estate Planning Services
Business Transitions/Succession Planning
Deferred Compensation Arrangements
Portfolio Analysis
Retirement Income Planning
Tax-Advantaged Direct Index Investing
Social Security Claiming Strategies
Life, Disability, Long Term Care Insurance
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Our Team
Download our free e-book!
5 Retirement Mistakes Small-Business Owners Make
In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This e-book discusses five common mistakes business owners make and common strategies they can use to overcome them.
