17850 Kenwood Trail
PURPOSE DRIVEN PLANNING:
In a field that is becoming cloudy, crowded and commoditized, you deserve a team who demonstrates a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are highly educated in our field yet recognize you have God given talents and a purpose in 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 financial planning environment:
Chances are pretty good you've been raised to think of investing/financial planning primarily from the left-brain logical/analytical point of view. That isn't bad- it's just not complete. How about discovering your six core values, discovering your true purpose in life, monetizing it and changing the world around you?
Alongside of your financial plan is an exercise we've created that separates us from other firms-both large and small. It is the Purpose Driven Planning exercise. No matter what stage of life you're in, we'll invest time discovering what it means for you to be really LIVING, LEARNING, GIVING and EARNING and tie it into your financial plans. It's a great exercise.
As fiduciaries, we are committed to you the "person" in the "personal" relationships of financial planning, keeping you at the front and center of everything we do-always. Rather than spend your time hoping you have enough, let's discover what having enough really means to you really means. Let's clarify it with a financial plan that is clear, concise and compelling. To that end, complete transparency is critical. Our subscription based financial planning costs for advice are customized to you based on the depth and breadth of your situation. Next, we want you to fully understand any additional costs for product or investment solutions as a part of your financial plan. We believe in complete and full disclosure.
We've been voted a **Five Star Wealth Manager each year from 2011-2020 and placed in the Wall Street Journal. We understand philanthropy and the blessings of giving back. Here are just a few of the organizations we consistently support:
As business owners and family members, we understand the challenges you face face. Our mission is to enhance and protect your family and business with a clear succession plan for both. We are committed to pursuing your goals and look forward to meeting you personally.
**2011-2020 The 5 Star Wealth Manager is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.