Services that Our Clients Value

Our independence provides our clients with distinct advantages. As a client of Stonebrook Investment, you will have your own dedicated Investment Advisor who will coordinate with our experts specializing in the following areas:

• Wealth Preservation
• Portfolio Management
• Retirement Strategies
• Estate Planning 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you realize your financial vision utilizing the wisdom accumulated over 25 years of providing sound investment advice. Your advisor will provide you with regular updates and summaries of your portfolio’s performance as well as our perspective on relevant market trends and the economic landscape.

"We invest our time before we invest your money."

Mark Burkhardt,  Portfolio Manager