Stonebrook Wealth

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

3010 Westchester Ave Ste 200, Purchase, ...

Phone Number

(914) 821-5650

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Stonebrook Wealth

Stonebrook Wealth Partners offers tailored financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations across the nation. They specialize in assisting business owners, pre-retirees, retirees, doctors, attorneys, athletes, and celebrities with complex financial needs. Their comprehensive approach includes wealth planning, life transition strategies, estate investment planning, and risk management, ensuring clients can focus on their personal and professional lives. With offices in New York and South Florida, Stonebrook aims to provide clarity and confidence in navigating financial complexities.Explore more
Stonebrook Wealth's Social MediaPopular SearchesStonebrook WealthJoseph MazzuccoStonebrook Financial LLCStonebrook Associates IncStonebrook Financial IncSIC Code 62,628NAICS Code 52,523Show more

Stonebrook Wealth Org Chart

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AS
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Client Service Associate

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AH
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Client Service Associate

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Managing Partner. Wealth Advisor

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JV
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Associate Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebrook Wealth

<$5M
1-10
Private
-
2007
AS
Alyssa SaponareClient Service Associate
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stonebrook Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebrook Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebrook Wealth.

Stonebrook Wealth Tech Stack

A closer look at the technologies used by Stonebrook Wealth

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Frequently Asked Questions Regarding Stonebrook Wealth

What is Stonebrook Wealth's official website?
Stonebrook Wealth's official website is www.stonebrookwealth.com
What is Stonebrook Wealth's Revenue?
Stonebrook Wealth's revenue is <$5 Million
What is Stonebrook Wealth's SIC code?
Stonebrook Wealth's SIC: 62,628
What is Stonebrook Wealth's NAICS code?
Stonebrook Wealth's NAICS: 52,523
How many employees does Stonebrook Wealth have?
Stonebrook Wealth has 1-10 employees
What industry does Stonebrook Wealth belong to?
Stonebrook Wealth is in the industry of: Finance, Securities Trading
What is Stonebrook Wealth competition?
Stonebrook Wealth top competitors include: Ideal Wealth Management, Triton Wealth, Provident Wealth Management Group, Klauenberg Retirement Solutions
What technology does Stonebrook Wealth use?
Some of the popular technologies that Stonebrook Wealth uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Stonebrook Wealth?
Stonebrook Wealth contact info: Phone number: (914) 821-5650 Website: www.stonebrookwealth.com
What does Stonebrook Wealth do?

Stonebrook Wealth Partners offers tailored financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations across the nation. They specialize in assisting business owners, pre-retirees, retirees, doctors, attorneys, athletes, and celebrities with complex financial needs. Their comp... rehensive approach includes wealth planning, life transition strategies, estate investment planning, and risk management, ensuring clients can focus on their personal and professional lives. With offices in New York and South Florida, Stonebrook aims to provide clarity and confidence in navigating financial complexities.Read More

What are Stonebrook Wealth social media links?
Stonebrook Wealth Linkedin page Stonebrook Wealth Facebook page
Is Stonebrook Wealth a public company?
Stonebrook Wealth is private company therefore does not currently have an official ticker symbol
See more information about Stonebrook Wealth

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