To the most amazing clients,
After a decade working at JP Morgan Chase, I am thrilled to announce the deeply personal and important decision to merge with advisor Joe Mazzucco to form Stonebrook Wealth Partners. Joe departed JP Morgan in 2019 to launch Stonebrook Wealth Management, an independent wealth management firm built on trust, choice, transparency, and exceptional service. Together, our shared mission is rooted in the belief that personalized and independent financial advice is a fundamental need for everyone.
Stonebrook Wealth Partners offers financial guidance, fiduciary investment management, and retirement planning services to individuals, families, and businesses. We are passionate about building a firm where clients and colleagues feel a part of something special. At Stonebrook Wealth Partners, we believe there is a growing need for services that prioritize our clients’ needs and goals above all else. Through this independent model, Stonebrook has no sales quotas, no proprietary products, and the flexibility to work with many of the largest and most respected asset managers on the planet — including JP Morgan.
Stonebrook Wealth Partners has selected LPL Financial as its custodian. LPL is the nation’s largest independent broker-dealer, servicing over $1.4 trillion in assets, supporting over 23,000 financial professionals, and serving as a trusted partner to 1,100+ banks and credit unions. With the support, resources, and technology of LPL Financial, we are confident that Stonebrook Wealth Partners will be the destination of choice for clients and advisors alike. For more about LPL, click here: ABOUT LPL.
Each and every one of you have created a tremendous impact on me personally and professionally, and I look forward to continuing to be alongside you and your families for many years to come.
Thank you for your trust and ongoing support. I look forward to hearing from you!
Francisco J. Blanco
Managing Partner | Wealth Advisor
Stonebrook Wealth Partners
