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You’ve built your dream.
We’ll help you manage it.

Stembrook provides sophisticated wealth management strategies to individuals and families who are passionate about realizing their dreams.

Our clients are generally busy, striving individuals 

and families who have worked hard to achieve their goals.



Executives

Our executive clients value having a strategic partner to turn to for asset management decisions as they navigate complex career priorities

Business Owners & Entrepreneurs

Business owners need appropriate investment and tax management to maximize the value of liquidity events, mitigate risk exposures, and prioritize wealth preservation

Independent Individuals

Whether you’re still working or not, financial independence often brings a need to delegate research and decision-making to a trusted and objective partner

Goal-Oriented Families

Our client families are concerned about preserving wealth for future generations—but not just financial wealth. Many also have a passion for preserving their family legacy, which requires a broader view and an ability to engage with multiple generations of stakeholders.


Whether you are accumulating assets, in the process of managing a liquidity event, or strategizing for a long-term wealth distribution plan, we’re here to provide you with objective guidance at every stage.

The Stembrook Approach

We stand out for:


Our comprehensive understanding of the many financial, legal, and tax strategies available to wealthy investors

Our methodical planning process, which accounts for the many unique factors in your financial life and your overall outlook and values

Our ability to take responsibility for managing your financial resources so that you can focus on managing your lifestyle, career, business, or other priorities



Whether you’ve just started the process of exploring your options, or have something more specific in mind, we’d love to hear from you.


Schedule a Consultation

Working Together

Services



Investment Management

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Financial Planning

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Our approach incorporates an understanding of the client’s major goals. We then create a financial plan that plots a course while allowing for the inevitable course corrections that life requires. Our financial planning process includes cash flow forecasting as well as tax planning.

Estate Planning

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At the center of our process for helping our clients with estate planning is an understanding of the legacy that the individual, family, or business wants to leave. We work with all involved parties such as your attorney or accountant to ensure that the needs of all generations, present and future, are honored.

Business Advisory

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Many successful business owners have been able to benefit from strategies that mitigate risk, help protect assets, and reduce taxes. An example of such a solution is a 1042 exchange in which business owners may reap tax savings on capital gains by selling stock to an ESOP and investing in Qualified Replacement Property.

Divorce Financial Planning

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For families that are in a divorce transition, we have been trained in collaborative and mediated divorce best practices and apply this knowledge to the unique financial planning challenges and opportunities that divorce presents. We can help you to create a clear path forward and a profound sense of control over your financial future.



Process


number one Jersey City, NJ | Stembrook Asset Management

Determine key drivers of investment return


Extensive research and analysis of key financial and economic data are used to develop insights as to the drivers of returns.

number two Jersey City, NJ | Stembrook Asset Management

Adjust portfolio allocations around strategic targets


Limits are placed on investments in each asset class, allowing for adjustments due to market fluctuations while limiting the impact of unanticipated events.

number three Jersey City, NJ | Stembrook Asset Management

Select optimal investment vehicles


Selection is based upon key factors expected to impact operating costs, taxes, investment returns, and volatility.

number four Jersey City, NJ | Stembrook Asset Management

Consult with advisory board


Our Board is comprised of experts in economics, tax and estate planning, equity analysis, global fixed income, foundations & endowments, and global sustainability.

Meet Your Team

Peter D’Agati, CFA Photo

Peter D’Agati, CFA

Founder and President
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Peter is the Founder and President of Stembrook Asset Management, and is actively involved in all investment and research activities of the firm.

Prior to founding Stembrook Asset Management, Peter was founder and Head of Portfolio Strategy Research at Brown Brothers Harriman.  In this role, he was responsible for developing the high-level investment strategies for client investments, representing $45 billion of investment assets. Peter served as Chairman of the Investment Committee and also co-founded Brown Brothers Harriman’s Tax-Efficient Risk Management practice. Prior to this, Peter spent four years with Lazard Asset Management. 

Credentials

  • Providence College, Bachelor of Science in Mathematics and Finance, with honors
  • Chartered Financial Analyst designation
  • FINRA Investment Advisor Representative (Series 65)

Just for Fun

Peter is an active member of his community, sitting on the Board of the Historic Paulus Hook Association for community preservation and development. He serves and has previously served as an advisor to various for-profit and not-for-profit organizations.  Peter and his wife, Jenn enjoy raising their two young boys in a brownstone they renovated in Jersey City, NJ.  In his free time, Peter enjoys sailing, fine woodworking, and creating fine objects in leather.

Peter
Peter
Peter
Tom Kosinski Photo

Tom Kosinski

Portfolio Manager
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Tom is a Portfolio Manager and has been with Stembrook since 2010. Tom counsels clients and directs the firms daily trading and rebalancing activities. Since joining as an analyst, Tom has enhanced and continued to develop the asset allocation models that the firm uses for building client portfolios and forecasting asset class returns. In addition, Tom has refined the Stembrook Wealth Planning tool, used in developing clients’ personalized Stembrook Strategic Investment Plan. Prior to joining Stembrook, Tom worked at Merrill Lynch Global Wealth Management and Lucas Capital Management.

Credentials

  • Villanova University, BA, Finance and Economics
  • FINRA Investment Advisor Representative (Series 65)

Just for Fun

Tom lives in Red Bank, New Jersey with his wife Martha. When not in the office, Tom spends most of his time on the water. He has a passion for saltwater fly and light tackle fishing and competitive sailing and has published numerous articles and presents seminars on saltwater fishing. Tom and Martha enjoy traveling and attending Villanova basketball games when they are not spending time on the water.

Peter
Peter
Peter

Q & A

question mark How are you compensated?


We are a fee-only fiduciary wealth management firm. This means that we are only charged a fee based upon your assets under management. We never accept commissions. We prefer this fee structure because we felt it aligned best with our clients’ interests.


question mark Where are my assets held?


Your assets will be held at Charles Schwab, one of the industry’s most prestigious custodians.


question mark How will I be protected from cybercrime?


We take cybercrime very seriously. Our custodian, Charles Schwab has extensive safeguards in place to protect your assets and your confidential information. In addition to Stembrook’s systems and internal procedures, which are designed to minimize the risk, we place an emphasis on educating our clients about how to avoid risky cybersecurity behaviors. On an ongoing basis, we provide clients with advice on how to minimize their cybercrime risks both in their investments and their lives.


question mark Do you have a minimum asset size?


Yes. We work with individuals, families, and business owners with $2 million or more of investable assets.


question mark How will we meet?


question mark What is a CFA® designation?


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