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Current company Stonebrook Wealth Partners
Financial Services · 4 employees · Founded 2019 · Boca Raton, Florida, United States
Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial (member FINRA/SIPC) as its custodian. We work with a geographically dispersed clientele across the nation and have offices in New York and South Florida. The name Stonebrook is derived from the words “stone” meaning strong, and “brook” meaning stream. We are dedicated to helping our clients build a strong retirement income stream. As an independent wealth management firm, Stonebrook serves in a fiduciary capacity in all advisory relationships. We do not have sales quotas or sell proprietary products. We work with many of the world’s largest and most respected asset managers, and have exclusive access to world class market research by leading investment banks and analysts. Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (sipc.org). The financial professionals associated with Stonebrook Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.