17850 Kenwood Trail
PURPOSE DRIVEN PLANNING:
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 keeping the "person" in the "personal" relationships of financial planning, while pursuing your values, goals and deeper purpose in life. We will discover your top 5 household values. We will help you unlock your truest purpose in life, and We will connect the dots from goals to values to purpose with you. NOW THAT'S DIFFERENT!. Come and take the 100 DREAMS CHALLENGE and see for yourself.
To that end, complete transparency is critical. First, our annual financial planning fees for advice range between $1,500.00 to $10,000.00 or $250.00 per hour and run based upon the depth and breadth of each clients particular situation. Our client household minimum of investible assets is $250,000.00. Non-qualified income tax sensitive portfolio management minimums begin at $500,000.00. Additionally, we can incorporate a host of socially responsible, and Biblically based investment options if so desired*.
In addition to being voted a **Five Star Wealth Manager from 2012-2019 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.