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COMPANY PROFILE
Stonebriar Wealth Management was founded on the simple yet important premise that all of our clients have the inherent opportunity to be great, and an honest financial advisor can make all of the difference.
At Stonebriar, we follow the best strategists, choose flexible investments, and quantify how confident our clients should be with their money.
We believe a transparent fee structure based on the size of your portfolio is the best way to help our clients. We are not commissioned sales individuals, and we do not charge a fee for our financial planning.
14
Years
Experience
11
Investment
Speeds
OUR PRESIDENT
Joe Davis, CFP® has been working in the financial services industry since 2008 when he began his career with HSBC USA in New York City. He earned his Certified Financial PlannerTM designation in 2013. Joe hosted several seminars at HSBC’s international Circle of Excellence Award Conferences held in Singapore, Paris, and Kuala Lumpur.
With a client base that ranges from retirees to executives and young professionals, Joe seeks to provide customized investment advice and solutions to every client based on their individual needs and goals.
By focusing on several financial specialties including portfolio construction, retirement planning, cash-flow management and tax-harvesting strategies, Joe helps his clients navigate the full scope of financial solutions that best fit their needs.
After working as a partner at Laidlaw & Co. since 2020, Joe established Stonebriar Wealth Management LLC. In 2021.
Joe graduated from St. Joseph's Collegiate Institute (SJCI) in Buffalo, NY where he is an inductee into the St. Joe's Sports Hall of Fame. At Vassar College he earned a Bachelor of Arts in Economics, and achieved minors in Music Theory and Hispanic Studies while holding the role of captain of the Varsity Basketball team. Joe is a proud husband and father of two. In his spare time he enjoys playing the piano, golfing, and travelling.
Investment advice offered through IHT Wealth Management, a registered investment advisor.
IHT Wealth Management and Stonebriar Wealth Management are separate entities.