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: https://www.stonebrookwealth.com
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.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2600 N Military Trail Ste 290, Boca Raton,florida 33431,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.stonebrookwealth.com
- Keywords
- Retirement Planning, Investment Management, Financial Planning, Estate Investment Management, Education Planning, Insurance.
- HQ
- Boca Raton, Florida
Stonebrook Wealth Partners Questions
Stonebrook Wealth Partners's website is http://www.stonebrookwealth.com
Stonebrook Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/stonebrook-wealth-partners
Stonebrook Wealth Partners has
4 employees.
View email and phone details for 4
employees at Stonebrook Wealth Partners.
Stonebrook Wealth Partners's industry is
Financial Services
Stonebrook Wealth Partners's top competitors are
Fisher Investments,
Stonebrook Capital Management,
Flora Soul Studio,
Stonebrook Risk Solutions,
Lpl Financial,
Ubs,
Janney Montgomery Scott Llc,
Bulltick,
Statetrust Investments, Inc.,
Levelx.
Stonebrook Wealth Partners's categories are Financial Services
Stonebrook Wealth Partners's founding year is 2019
