STRONG CHOICES | STEADY GROWTH
No one strategy fits everyone; that's why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, utilizing the most efficient methods available.
individual partners
Stone Wealth Partners offers you:
Financial advice
Investment advice
Roth Conversions
Collaterized Investments
Discretionary Management*
Investment/Retirement Income
*Client accounts established at Schwab Advisor Services, a division of Charles Schwab & Co., Inc.,Member FINRA/SIPC - an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.
business partners
Employer Sponsored Retirement Plans (401(k), 403(b), 401k/IRA Rollover, Roth IRA, Traditional IRA's, Roth IRA Conversions)
Business evaluations and advice based on structure, operations and maintenance
our resources
Over the years, we have found that a team approach can be an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our resources, services and partnerships with accountiants, attorneys and insurance agents.
Life Insurance
Long Term Care Insurance
College Plans
Estate Planning