Stonebrooke Wealth Management

Stonebrooke Wealth Management is a financial advisory firm that works with individuals and business owners on investment planning, personal financial planning and exit planning for business owners. The firm offers its advisory and securities services through LPL Financial and describes its approach as purpose-driven planning, starting with a client's values and goals before turning to the numbers.

The team works on a fiduciary standard and says it asks many questions and makes step-by-step recommendations. Services are offered through LPL Financial, and the advisers are licensed to sell insurance in Arizona, Florida, Minnesota, South Carolina, Wisconsin and Wyoming. The office is at 17850 Kenwood Trail in Lakeville, Minnesota, and the firm says it supports several local groups, including the Lakeville Rotary and the Lakeville Chamber of Commerce.