No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. Your purpose in life, your values and goals come to life with a well maintained financial plan. With decades of experience, we're excited to help you prepare for every eventuality, no matter what.
We believe in Service above Self and believe every person deserves access to sound, financial advice that is clear, concise and compelling. Our corporate philosophy is to help you recognize that you were created by God in His image, as a unique individual possessing a wide variety of gifts and talents.
We believe in Service above Self and believe every person deserves access to sound, financial advice that is clear, concise and compelling. Our corporate philosophy is to help you recognize that you were created by God in His image, as a unique individual possessing a wide variety of gifts and talents.
Services
In a field that is becoming cloudy, crowded and commoditized, you deserve a team who demonstrates a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are highly educated in our field yet recognize you have God given talents and a purpose in life. Chances are pretty good you've been raised to think of investing/financial planning primarily from the left-brain logical/analytical point of view.
Bob is a 20yr veteran of the financial services industry, founder and President of Stonebrooke Wealth Management Inc., a Minnesota-based firm that specializes in providing financial expertise and purpose to those serious about improving their financial position and quality of life.
He has attained the industry's advanced designations of Chartered Financial Consultant (ChFC) the Certified Life Underwriter (CLU) Retirement Income Certified Practitioner (RICP) and the Chartered Advisor for Senior Living (CASL) designations.Additionally, Bob is a certified Behavioral Financial Advisor (BFA) and is the co-creator of Purpose Driven Planning.
He has attained the industry's advanced designations of Chartered Financial Consultant (ChFC) the Certified Life Underwriter (CLU) Retirement Income Certified Practitioner (RICP) and the Chartered Advisor for Senior Living (CASL) designations.Additionally, Bob is a certified Behavioral Financial Advisor (BFA) and is the co-creator of Purpose Driven Planning.
As industry veterans acting in a fiduciary capacity, we have the privilege and non-negotiable commitment to act in our client's best interest at all times. So, the main questions are "How do we do this and Why are we different". While focusing on client goals is an important step, nowadays it's pretty pedestrian.
A key component of financial planning is having a clear and dynamic process that's easy to understand. It is critical to understand your values, goals, risk tolerance and time horizons. During the Discovery phase, we'll invest time in your current situation, discovering and prioritizing what's most important to you, set the mutual expectations of each other, and determine the investment amount required for a planning relationship.
You are entitled to a high level of proactive, courteous service from all associates at Stonebrooke Wealth Management Inc. You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey towards True Wealth. Your Wealth Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy.
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