Helping you navigate each step of your financial plan.
We’re in this together.
Why Choose Us
At Stonelake Wealth Management, our unwavering commitment lies with our clients and their loved ones. Our primary mission is to nurture and strengthen the longstanding relationships we've cultivated over the years.
We simplify complex financial language into straightforward, adaptable plans suitable for any circumstance. In an industry often focused on growth, we stand out by emphasizing genuine value and personalized service.
Our ultimate aim is to earn your trust, allowing us to handle the concerns you'd rather not dwell on, so you can focus on what truly matters.
As independent wealth planners, we prioritize our clients' needs over sales quotas. This means we can provide unbiased guidance, free from the pressure to promote proprietary products or meet sales targets set by other investment firms.
Services
Wealth Management
We work closely with you to understand your financial goals, risk tolerance, and investment preferences. From asset allocation to investment selection and ongoing monitoring, we ensure that your financial resources are effectively managed.
Personal Service
We prioritize personalized service to ensure that your financial needs and preferences are met with the utmost care and attention. Our team takes the time to understand your unique circumstances, goals, and concerns, building a strong foundation for a collaborative relationship.
Financial Planning & Insurance
Whether you're planning for retirement, saving for your children's education, or protecting your assets we provide you with the guidance and support you need to navigate life's financial complexities with confidence.
About Us
Joseph Stonelake, CFP®
Managing Partner, Private Wealth Manager
Phone: 772-631-1486
Email: Joe@StonelakeWealthMgmt.com
2770 Indian River Blvd., 400 C
Vero Beach, FL 32960
Meet Joe:
A Miami native, Joe has spent his entire life in the vibrant, 120-mile stretch of South Florida. He embarked on his finance career in the 1990s during the dot com phase, guiding numerous families through market fluctuations ever since. In an industry marked by turnover and uncertainty, Joe stands as a steadfast presence in the lives of many clients and their families.
As a Certified Financial Planner, Joe's mission is to grasp his clients' unique needs, help them understand their options, and collaboratively craft plans capable of withstanding market challenges. As part of an independent financial network, Joe and his team possess access to the entire investment world, not limited to proprietary products.
Joe graduated Cum Laude from Florida Atlantic University with a bachelor’s degree in business. Outside of work, he enjoys spending time with his three children, taking trips to Disney World, sporting events, golf outings with friends, and quality family time.
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Kimberly James
Managing Partner, Chief Operating Officer
Office: 850-556-6845
Email: Kimberly@StonelakeWealthMgmt.com
2770 Indian River Blvd., 400 C
Vero Beach, FL 32960
Meet Kimberly:
Born in Georgia and raised in Tallahassee, Kimberly embodies Southern hospitality, priding herself on the exceptional service and personal connections she fosters with her clients. Known for her swift and dedicated problem-solving skills, Kimberly is always ready to find solutions, so you don't have to.
A graduate of the University of Central Florida with a degree in English, Kimberly's love for learning extends beyond the workplace. When she's not on the job, she's still immersed in her passion, whether through reading, exploring new destinations, or enjoying quality time with friends.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Aaron Gilman, CFA
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Stonelake Wealth Management.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Pete Nunley, CFA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments, helps financial professionals with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Stonelake Wealth Management.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Derek Wilkes
Chief Compliance Officer, IFP
Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP’s Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not alliliated with Stonelake Wealth Management.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Our Partner
As a client of Stonelake Wealth Management, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Stonelake Wealth Management, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Get In Touch
Contact us today and we'll schedule a real appointment at your convenience.