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 focus on high-growth industries and "megatrends" positions you for long-term investing success.
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.
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.
“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.
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.
