We have been blessed with almost three decades of combined service in the financial services industry, working together since 2010. Our values-based approach, listening skills and attention to detail have benefited clients in every class of wealth. We believe in “Service above Self” and we will not compromise on our integrity or ethics. This approach applies to the recommendations we make that keep our clients first.
The model, process and skill we provide has earned Stonebrooke Wealth Management Inc. the 5-Star Wealth Manager of the Year each year since 2011. We were also recognized in the April edition of the Wall Street Journal as “One of the 5-Star Wealth Managers You Need to Know.”
In conclusion, a wise friend and mentor of ours once told us that “Money is like fire- if used wisely, it can be used to warm your home- or used foolishly can burn it all down.” When you work with us, we’ll work towards keeping you and your financial home safe and warm for many years to come. We are committed to making this happen.