Stonebrooke Wealth Management Inc.
PURPOSE DRIVEN PLANNING:
In a field that is becoming cloudy, crowded and commoditized, you deserve a team who demonstrates a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are highly educated in our field yet recognize you have God given talents and a purpose in life. Backed by the power and strength of LPL Financial, their Trust service affiliates, technology and integrated investment platforms, we are committed to taking you to another level in the financial planning environment:
Chances are pretty good you've been raised to think of investing/financial planning primarily from the left-brain logical/analytical point of view. That isn't bad- it's just not complete. How about discovering your six core values, discovering your true purpose in life, monetizing it and changing the world around you?
Alongside of your financial plan is an exercise we've created that separates us from other firms-both large and small. It is the Purpose Driven Planning exercise. No matter what stage of life you're in, we'll invest time discovering what it means for you to be really LIVING, LEARNING, GIVING and EARNING and tie it into your financial plans. It's a great exercise.
We've been voted a **Five Star Wealth Manager each year from 2011-2020 and placed in the Wall Street Journal. We understand philanthropy and the blessings of giving back.
As business owners and family members, we understand the challenges you face. Our mission is to enhance and protect your family and business with a clear succession plan for both.