About Stonebrook

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.

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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.

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.

 

 

Tax Minimization

We strategically target tax savings that most CPAs and advisors miss- Lowering your lifetime tax rate
 

Financial Planning

Using sophisticated tools, we can help you clearly define your goals and risk tolerances, plan for special circumstances, and help you reach your financial goals.
 

Investment Management

We build custom investment portfolios designed to grow and protect your wealth.

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.

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.

Tax Reduction

Maximize Wealth by Minimizing Taxes

At Stonebrook Capital Management, we take a strategic approach to tax planning that helps you keep more of what you’ve earned. By optimizing the sequence of withdrawals in retirement, executing well-timed Roth IRA conversions, and leveraging tax-loss harvesting, we reduce your overall lifetime tax burden. Our strategies are designed to create a tax-free income stream in retirement, allowing you to grow and preserve wealth more efficiently. Through careful planning, we help you avoid common tax pitfalls, minimize unnecessary distributions, and take advantage of opportunities that can significantly lower your tax rate over time. By integrating these tax-saving strategies into your financial plan, we ensure taxes don’t erode your hard-earned assets—so you can retire with more financial freedom and peace of mind.

This is what we do.
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