Broker Check
Join The List

STONEBROOK

How strong is your retirement income stream?

Learn More

About Stonebrook
Wealth.
Wellness.
Well-Being.

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.

For Investors For Advisors

Who We Help
Guiding Diverse Journeys to Financial Success

Business Owners & Executives

Business Owners & Executives

At Stonebrook, you gain a strategic partner in us. We understand the complexities of tax-efficient strategies whether you are growing or selling your business. We provide direct guidance on your RSUs, stock options, and deferred compensation to help ensure every piece of your executive benefits works in your favor.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

We run detailed projections that include stress-testing scenarios—like market downturns—to answer the fundamental question: “Can I retire when I want and live how I want?” Additionally, we focus on building customized income streams for you that balance growth, stability, and tax efficiency.

Doctors & Attorneys

Doctors & Attorneys

By handling the strategy, oversight, and execution of your financial life, we give you back the time to focus entirely on your calling.

Athletes & Celebrities

Athletes & Celebrities

We help you navigate complex, multiple income streams such as endorsements, royalties, and licensing deals. Our goal is to ensure your wealth is structured for long-term growth, asset protection, and the realization of your philanthropic goals.

How We Help
Keeping the Focus on What Matters Most

Wealth planning is about more than finances—it’s about ensuring every decision supports what matters most to you and your family. We help you navigate financial complexities with clarity and confidence, so you can focus on living the life you’ve worked hard to build.

Investment Strategies

With endless options and fluctuating markets, the world of investments can be overwhelming. Whether through lending strategies or traditional investments, our approach focuses on aligning your portfolio with your personal goals.

Learn more

Life Transition Strategies

Life's biggest moments—whether a career change, inheritance, divorce, or the sale of a business—come with complex financial decisions. We help you navigate these pivotal transitions with a clear strategy, so you can move forward with confidence.

Learn more

Retirement Planning

Retirement should be a time to enjoy the fruits of your labor. We help you build a sustainable retirement strategy that reflects your lifestyle and long-term goals. With ongoing guidance and personalized insight, we ensure your plan evolves with you—so you can step into retirement with confidence and clarity.

Learn more

Estate Investment Planning

Passing on your legacy requires careful consideration and planning. Our estate investment planning services focus on preserving your assets and ensuring they are distributed according to your wishes. We work with you to develop strategies that maximize the value of your estate for future generations, providing a sense of continuity and security for your loved ones.

Learn more

Risk Management

Life is unpredictable, and having the right insurance coverage is crucial. We evaluate your current policies, recommend adjustments, and establish new coverage to safeguard your financial well-being against unforeseen events, helping you protect what matters most.

Learn more

Behavioral Finance

At Stonebrook, we help you take the emotions out of investing. We differentiate what market noise is and what is a material fact, and guide you to make informed decisions.

Learn more

Our Process
A Clear Path. 

Thoughtfully Designed.

Step 1
Discovery & Dialogue

We take the time to understand your full financial picture—your goals, family priorities, business interests, and existing structures—so we can identify opportunities and potential risks.

Step 2
Design & Strategy

Working alongside your attorneys, CPAs, and other advisors, we craft a comprehensive plan that integrates investment management, tax efficiency, and legacy planning.

Step 3
Implementation & Partnership

We put your plan into action, actively managing and adjusting strategies as your needs evolve. We strive to ensure your wealth is preserved, optimized, and positioned for the future.

My husband and I have been working with Joe for over 16 years. We are so grateful to him and his staff for their expert advice and for providing the highest quality of service possible. We highly recommend Stonebrook to anyone who needs investment advice or retirement planning. Thanks to them, we can sleep at night without worry.
-Diane S, Palm Beach, FL

This statement is a testimonial by a client of the financial professional as of 9/26/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Joe is a pleasure to work with. His guidance is genuine, and his advice has always been in the best interest of me and my family. Whether your plans are short-term or long-term, Joe will listen and offer the best advice for your future, and your comfort zone.
- Charlie G, Westchester, NY

This statement is a testimonial by a client of the financial professional as of 2/2/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Stonebrook considers our risk tolerance which makes us feel at ease in both rising and declining markets. Our advisor always responds to our inquires and informs us of major changes in the portfolio. We feel comfortable discussing all of our financial decisions with our advisor.
- Paul and Karen G, Westchester, NY

This statement is a testimonial by a client of the financial professional as of 2/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Resources
Recommended By Stonebrook

Read More Articles Recommended by Stonebrook

Contact Us
Get In Touch Here!

Your financial future deserves a partner who listens first and plans with purpose. Reach out today to start a conversation about what matters most to you.

For Investors For Advisors