Who We Serve

At Stone Wealth Management we bring a holistic approach to wealth management to address your unique needs. While we work with many types of clients, we have extensive experience working with:

Professionals

We work with professionals across many diverse fields. We help you analyze your compensation, employee benefits, and how they fit into your overall plan. This can include stock options, deferred compensation, pension benefits, and much more.

Women in Transition

Going through a significant life change is hard in and of itself. Figuring out what you should do next is even harder. We help you establish where you are, and where you want to go.

Business Owners

Being a business owner presents unique challenges, as well as unique opportunities. Depending on your business, these opportunities can differ. We help you evaluate these different opportunities and pick which one is optimal for your situation.