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Attention Financial Advisors

Financial Planning

Bridging the gap between the client and their trusted advisors, such as their accountant and lawyer, has often been a challenge for some Financial Advisors. With a proven track record of working collaboratively with these professionals, Stonebrooke PWM is well positioned to work alongside you and your clients enabling them to make informed decisions about implementing their financial plan. Our team-based approach offers Financial Advisors and their clients advanced planning solutions and more investment options leading to an overall enhanced client experience.

Investment Management 

Outsourcing the management of all or a portion of your clients’ investments allows you, the Advisor, more time to work with your clients and grow your business. By entrusting the daily management of your clients’ portfolios to investment specialists, you can concentrate on your areas of strength and focus on activities that build stronger relationships with your clients.

Enriching lives together

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