We’re Never Too Busy to Help Someone You Care About
A financial advisor can play one of the most important roles in a person’s life. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you feel comfortable working with for the long term.
At Stonebrook Wealth Partners, we understand that the search for an advisor can be a difficult and intimidating process. Navigating your options and trusting someone with your hard-earned money is no simple task.
We are available to support your friends, family, and colleagues through a wide range of life transitions such as:
✓ Recent Job Change: Retirement, promotion, layoff, career change
✓ Major Life Events: Marriage, divorce, birth of a child/grandchild, loss of a spouse or loved one, selling or buying a home or business
✓ General Financial Questions: 401(k) rollover, estate investment planning, portfolio review
Why Stonebrook Wealth Partners?
We believe so many of our clients refer us for a few specific reasons:
- A Passionate Team: Going above and beyond for our clients is our profession, but it is also what personally fulfills us. Educating and helping our clients make the best decisions regarding their money is our purpose and our passion. We care about our clients and what’s important to them.
- Objective Advice: Stonebrook is a fiduciary in all advisory relationships and always acts in the best interest of our clients. We are not tied to sales quotas or proprietary products. Our advice is driven by our unwavering efforts to act in the best interest of our clients, and our core values include integrity, honesty, transparency.
- Investment Philosophy: We build low-cost, diversified portfolios tailored to each client’s needs. We believe prudent asset allocation across the public and private markets is far superior to single stock picking. We believe the true value of a financial advisor is recognized not only through investment-selection, but also in being behavioral investment coaches. We help our clients avoid the all-to-human tendency of allowing emotions to overtake rational thinking when making investment decisions.
- Strong Relationships: We value and honor the trust our clients place in us. While each client has a unique set of goals, every relationship is built upon the same foundation of trust, support, and communication. We take the time to get to know and understand each individual, family, and business that chooses to work with us.
Please fill out the form for them below or have your referral contact us directly.
