Principal and Investment Advisor
About Stonebrook
As a financial advisor in Oak Park, IL, we partner with successful individuals and families to help them unlock more wealth from their investments and reduce tax exposure so they can retire with confidence! We focus on helping our clients Grow, Protect, and Enjoy their wealth. We serve clients virtually across the country.
We are a fee-only comprehensive financial planning firm that provides retirement planning, investment management, and tax planning.
We are on a mission to “Make Work Optional”. Our risk-managed approach to investing and innovative tax strategies help our clients build and protect their wealth and retire on their terms. With proper planning, many investors realize they can retire earlier than they previously imagined.
Stonebrook Capital Management, founded in 1999, is a fiduciary, fee-only financial planning firm located in Oak Park, Illinois, serving clients virtually across the country.
We Get You
You have worked hard, been successful, and built a great life. You are no stranger to risk, as you know it is part of life and success. But you don’t want to take unnecessary risks at this stage of the game. You also don’t want to pass up attractive opportunities when they arise. More than anything, you are ready to start enjoying the fruits of your labor. Retirement means travel, time with the family, and the freedom to enjoy your wealth. You are ready to simplify and experience a stress-free retirement, while someone else manages the complexity of your wealth.
We Got You
At Stonebrook Capital Management, we help you build and protect your wealth with forward-thinking investment strategies. Our risk-managed approach is designed to maximize growth in rising markets while safeguarding your assets in downturns. By leveraging innovative tax planning, we reduce your lifetime tax burden so you keep more of what you’ve earned. Our clients enjoy freedom, confidence, and the ability to explore their passions during retirement.
What Our Clients Say
“We have had two portfolios managed by Stonebrook for many years, and have been consistently impressed with the success of that management. Also, the office is quickly responsive to all requests, by email or by phone. We have recommended Stonebrook to many friends.”
- Mary M.
“The culmination of father and son, Randall and Mark Vincent, forming their own investment firm has continued to enable us to meet our two original needs: to provide ourselves comfort and safety and to enable us to be a part of the social justice of sustainability for all. As public school teachers, we gave Randy a small investment to begin our plan. Some 45 years later, we have shared that from cleaning up the Mississippi River to village well construction in Africa. Jim and I experienced life abroad and were able to pass on to our children needed funds. Now, a widow, I have the security my partner so wanted for me. Though some 2,000 miles from direct contact with their office, Jennifer VanDonsel continues our link. Stonebrook Capital continues to earn the trust I live on today.”
– Connie P.
“Best financial advisor I have had over many years. When calling them in a concerned moment you feel as though you are the only one they are taking care of- and excellent performance and care to your individual financial needs. Very experienced company.”
– Sheila G.
Stonebrook Capital Management, Inc. has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
About Us
Stonebrook Capital Management, Inc. is an independent registered investment advisor offering comprehensive investment services to individuals, families, & foundations. From custom financial planning and tax minimization to individual portfolio management, our proactive investment solutions will simplify your life and help you reach your financial goals.
Stonebrook offers high quality, unbiased investment advice based on solid expertise. Our principals each have over 25 years investment industry experience. Using research from leading independent sources and our own original work, we will help you capitalize on opportunities and manage risk. When markets trend lower we employ dynamic defensive strategies to protect your capital.
Financial Planning
Stonebrook Capital Management believes that a sound plan is the best first step toward reaching your financial goals. Using sophisticated tools, we can help you clearly define your goals and risk tolerances, plan for special circumstances, and help you reach those goals.
Stonebrook uses state of the art software to help define the client risk tolerances and objectives that will guide the portfolio management process, as well as produce a mathematical model to forecast the probability of meeting your goals.
Stonebrook has experience helping company executives manage company stock options including specific advice on NUA strategies, and sensible, long term planning for the diversification of concentrated equity positions.
We are experts in IRAs and can assist you with complex questions regarding rollovers, Roth IRA conversions, and multi-generation stretch IRA strategies.
Risk Management
Smart Risk Management: Invest with Confidence in Any Market
Would you drive full speed in a snowstorm? Neither should your investments.
At Stonebrook Capital Management, we take a sophisticated, personalized approach to risk management. We start with cutting edge software from Riskalyze. Each investor is given a unique and personalized risk number—like a speed limit for their portfolio. Just like a speed limit, there will be times when it is appropriate to travel faster than the limit, and times when you should go slower.
Here’s how it works:
Good market conditions? We can increase risk and go faster to capture more growth.
Market downturns or economic trouble? We reduce risk to protect your wealth.
Many investment strategies stay at one speed, no matter the conditions, leading to unnecessary losses or missed opportunities. Our dynamic, data-driven approach adjusts based on market conditions and your goals.
Our approach removes one of the most destructive elements from the investing process: emotions. This helps to keep your strategy on track despite market fluctuations. It also gives you the confidence of knowing your portfolio is built to grow and protect your wealth, and peace of mind about your retirement goals.
