Advisory services offered through Stone Wealth Partners, a state-registered Investment Adviser. Client accounts are established at Schwab Advisor Services, a division of Charles Schwab & Co., Inc., Member FINRA/SIPC. Stone Wealth Partners does not take possession of any client funds or securities. Schwab Advisor Services send monthly statements and trade confirmations directly to the client, and on-line access to account information is available.

Form ADV Part 2A Brochure | Form crs | Full Disclosure

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