Morgan at desk with client

At Stone Wealth Management in Austin, TX, we tailor our services to meet the financial advice our clients seek and the complexity of their financial situation. Everyone has different needs when it comes to their finances and we offer two financial consulting models:

  • Wealth Management

    Our Wealth Management service includes the creation of an individualized investment strategy with ongoing financial planning. As our premier service, Wealth Management is a long-term relationship designed to grow and change with your financial needs.
  • Financial Landscape Analysis 

    We also offer Financial Planning as a stand alone service to help clients answer specific questions. This service is flexible, and can be tailored around the needs of the client. 

  • Business Exit Planning

  • Our successful Business Exit Planning will determine where you are now, where you want to be, and develop the plan to get you from point A to point B with the end goal of an attractive, sellable business that provides you enough value to where you can lead the life you want to live after you sell your business.  Learn More

Morgan Stone of Stone Wealth Management on Client Base