Stonebrooke Wealth Management Inc.

08/06/2026

Saving current and prospective business owners from the hidden landmines in their businesses

07/26/2026

Whaaaat??

06/05/2026

This is one of those times of year when the financial advisors from the early 2000’s often appear. We call them plate licker “seminars”
For those of us who know us, We’ll stay focused on promoting you, enhancing your lifestyle, caring for your loved ones and building your legacy-not ours…..
Stay safe, and be kind.

05/28/2026

With all due respect, Dave Ramsey is a baffoon.
His “7 Baby Steps” are somewhere between 35-40 years old. He’s not licensed to be providing financial advice. These steps with these numbers would lead to disaster and fail to recognize the complexity of financial planning.
I challenge any college graduate to make this archaic strategy work. Ooh-don’t forget to throw your student loans in the mix- they weren’t even mentioned.
$1.00 today only buys about 40% of what it did in 1991.
But this strategy leads to financial peace…
Run!

05/28/2026

Legacy by Design - it's next week! If you are a small business owner, we built this FOR YOU! 5 subject matter experts, one day. If you do not know if this is for you - answer these 4 questions....

May14, 8:30am-3pm, Legends Golf Club. Details and registration link here: https://business.lakevillechamber.org/events/details/legacy-by-design-from-growth-to-exit-a-roadmap-to-transferable-value-407128

05/24/2026

Today we honor those who made the highest and greatest sacrifice for our freedoms and for our country.
Today, we humbly say “Thank you” to those that laid their lives down, so we can rise up.
God bless you.

11/07/2025

We believe Dave Ramsey has completely lost his mind. Wandering generalities on claiming Social Security by an unlicensed person selling to the masses vs seeking professional advice, specific to your individual circumstances would be like flying on a plane --but running out of gas. Work with someone who can take you from hopeful to predictable.

10/31/2025

Whether or not the “government” is shutdown- We -ALL THE PEOPLE “ are not!!
DUMP THEM ALL!
Term limits are necessary!!

10/06/2025

Another day in America- with all its functions and disfunctions, it's still the best place on the planet to live. Let's count our blessings! What unites us and not divides us. Shut off your news feeds for a week and watch your life improve. Unplug your ear buds. Pay attention to your spouse and/or those you love-and those who love you. Don't listen to the financial clowns who push products, advice and solutions that aren't even in the business. These are "finfluencers" and they're after your affection and money. Most have never been in the financial planning world but have deemed themselves "experts". They're experts at sucking money from your wallet - when solid professional advice keeps YOU in control. Beware of the carnival barkers! DO your homework - interview well, ask good questions that pertain to your personal situation (not the generic internet questions) Think about what's most important to YOU -ask those questions. Don't be fooled by industry designations when it's about integrity -there is no top of the mountain - only continuous education, truth, honesty and transparency. Get referrals, don't take "Uncle Charlie's water cooler stock picking advice -it's probably not applicable anymore.
Do your homework - but keep moving forward!!

09/09/2025

Come through the process and exchange your pain for perspective, perspective to solutions and solutions to satisfaction.

"At Stonebrooke Wealth Management Inc., it's about much more than numbers—it’s your life. We’re here to help you build a strong and sustainable retirement income stream while nurturing your overall financial wellness."

As an independent, fiduciary wealth management firm, Stonebrooke delivers personalized guidance and retirement planning for individuals, families, businesses, and organizations across the nation—leveraging LPL Financial's trusted platform (Member FINRA/SIPC) rather than selling proprietary products or chasing quotas.