Stone Wealth Management is here to
answer your questions!
Our Wealth Management Process begins with a complimentary initial phone consultation. Please complete the contact form or call our office to get started.
Established in 2004, Stone Wealth Management is an independent, fiduciary, fee-only financial advisor located in Austin, TX. We are fiduciaries, which means we always put our clients’ interests first. This means we provide clients with professional advice and wealth management services. Unlike commission-based sales professionals or big Wall Street firms with a thinly veiled agenda to push their proprietary products. The financial planning professionals at Stone Wealth are not trying to sell a particular product or investment to our clients. We believe this is the only way to work with something as important as our clients’ money. We focus on protecting families from risks and landmines such as death, divorce, layoffs, etc. Bottom line: Stone Wealth clients have peace-of-mind and confidence knowing that their futures are planned for, and details attended to by a team of professionals who take the time to understand your goals, values, concerns.