We begin with taking the time to get to know you. We then design, implement, and monitor customized investment strategies that are tailored to address your specific needs.
Stonebrook Wealth Partners has a comprehensive discovery process. We understand that each individual, family, or business has a unique set of needs. Getting to know our clients helps us develop their financial roadmap and determine the most appropriate investment strategies for them. Our investment selection and portfolio construction is based on research, fundamental analysis, principles of behavioral finance, and years of experience. Stonebrook continuously seeks to capitalize on opportunities created in the equity and fixed income markets while providing the ongoing education, insight, and guidance necessary to keep our clients on the path to financial freedom.
Investment Advisory Committee
Stonebrook’s Investment Committee is led by Joe Mazzucco and consists of five independent LPL Financial advisors with approximately $500 million of assets under management. The Committee serves in a fiduciary capacity on all advisory relationships, and oversees investment selection, portfolio construction, model rebalancing, and the asset allocation framework for our portfolios. The Committee holds frequent meetings with portfolio managers, economists, and analysts at asset managers including Goldman Sachs, Blackrock, and Fidelity. This collaborative approach, structure, and process is similarly employed by pension and endowment funds.
