Stonebriar Wealth Management LLC is owned by Joe Davis, CFP®. Joe is looking to expand his practice in the greater Buffalo and NYC area by acquiring books in the $5mm-$30mm space. While Stonebriar is a successful, sustainable, 100% fee-based practice on the Schwab platform through an affiliation with IHT, Joe would like to service a greater number of clients.
Given Davis's career background in NYC (HSBC), Stonebriar's office is in Midtown Manhattan although he spends the preponderance of his time in WNY. Stonebriar has an established online / social media brand through Joe's avid media outreaches including his recurring contributions on Asset TV. His clients and broader network appreciate and gravitate towards the wealth of knowledge Joe consistently shares and markets.
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.