Financial Planning

Stonebrook 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 Capital Management 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.