We are excited to share that Stonebrook Private has received a minority, non-controlling investment from Elevation Point. Our partnership will allow us to tap the vast resources and support of their firm, while maintaining a laser-focus on client service and client outcomes. Elevation Point understands what makes our team great, and we know they will be an outstanding growth partner as we build a better firm each day.
Thrilled to kick off 2025 by welcoming Stonebrook Private to Elevation Point! We are united by shared values of accelerating growth, building strong relationships, and delivering exceptional support to drive long-term success. Learn more about this exciting partnership in our latest announcement: https://lnkd.in/gq9NFVPs #IndependentRIAs #ElevationPoint #StonebrookPrivate