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STONEBRIAR

Wealth Management

sOLID.

PROSPERITY.

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At Stonebriar, we’ll be your personal advisor team, dedicated to you and your goals, helping to guide you through the investing process. Our holistic investment approach offers:

  • Personalized planning, service and advice 

  • intuitive, intelligent technology, and

  • advanced wealth management customized for you.

START INVESTING FOR YOUR FUTURE TODAY

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WHY STONEBRIAR?

holistic advice
consistent monitoring
tax-loss harvesting
delivering confidence & financial freedom
investments done at your speed
thematic sector investing

Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Stonebriar Wealth Management are separate entities.

RECENT PRESS

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July 9, 2022

"Shark" Mr. Wonderful Kevin O'Leary
ASSET TV
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June 28, 2022

MONEY SCOOP
News

PAST PRESS

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October 18, 2022

VOLATILITY • INFLATION • THE FED
ASSET TV
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June 9, 2022

VOLATILITY • INFLATION • THE FED
ASSET TV
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October 18, 2021

Q4 MARKET COMMENTARY
ASSET TV
Contact
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Learn how Stonebriar uses our Skills to give back to the Community

Pro Bono Work

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CONTACT US

For any inquiries,
please call or email us:

716-866-1023   |   JDavis@StonebriarWM.com

our address

The Chanin Building

122 East 42nd Street - Suite 1610

New York, NY 10168

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