17850 Kenwood Trail
In a field that is becoming cloudy, crowded and commoditized, it takes a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are committed to you and to pursue your goals.
We embrace the changing regulatory environment of our business. We can incorporate a host of socially responsible, even Biblically based investment options if so desired*. Our belief is keeping the “person” in the “personal” relationships of financial planning, continuous client education, fee transparency and customized financial recommendations.
In addition to being voted a **Five Star Wealth Manager from 2012-2017 and placed in the Wall Street Journal, we really enjoy philanthropy and the spirit 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 and will 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.
*The return may be lower than if the adviser made decisions based solely on investment considerations.
**2011-2018 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.