Lakeville based wealth management company, Stonebrooke Wealth Management was featured in the “Five Star Wealth Manager You Need to Know” in the April 24, 2017 issue of the Wall Street Journal.
About Stonebrooke Wealth Management: Stonebrooke Wealth Management Inc. brings experienced individuals and a successful financial planning process together for you. We discover and integrate your unique abilities and your personal wealth portfolio using an easy and in-depth process of discovering your values first. We provide strategies and recommendations for you to pursue your dreams. Since there are only so many First Class seats available and we deliver concierge style service, we only accept a certain number of new clients each year. A typical client comes to us with a minimum of $500,000.00 of investible assets. We invite you to contact us and experience how we keep the “person” in the “personal” relationships of financial planning and deliver customized recommendations for your specific situation. *Voted 2011-2015 Five Star Wealth Manager of the Year.
Specialties: We enjoy financial planning with those who are coachable and serious about enjoying financial independence.
Congrats to Bob and his team!
- On May 15, 2017