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:

Serving Young Professionals at Stone Wealth Management in Austin, TX

Executives and Professionals

Austin is full of incredible job opportunities for many professionals, and it’s essential that you fully understand all the benefits offered to you. At Stone Wealth Management, we’re passionate about educating our clients in financial literacy and ensuring you are maximizing all financial and employment benefits available.

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Serving Women and Public Sector Employees at Stone Wealth Management in Austin, TX

Women and Public Sector Employees

At Stone Wealth Management, we have counseled hundreds of educators, health care workers, and government employees to better understand and help manage their employment benefits and investments. As fiduciaries for Public Sector Employees in Texas, we have a vast knowledge of the intricacies unique to you and are committed to put your interests and needs first, over and above our own.

Successful Business Exit Planning

Are you a business owner looking to sell your company or transition the company to family members or key employees in the coming years? The Stone Wealth Management team includes a Certified Exit Planning Advisor who is specifically trained in the field of business exit planning.

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