Team profile


StackStone Wealth

Just as the art of stone stacking combines balance and creativity, we believe that achieving financial freedom is also about finding balance in your everyday life. At StackStone Wealth, we are dedicated to assisting you find that equilibrium and building a beautiful, personalized financial future.

We work with your “financial stones”—investments, risk management, and tax strategies—to help establish a solid foundation for your financial success. With a wealth of experience in financial planning, our approach is rooted in comprehensive knowledge and understanding.

Our team of advisors understands that every individual’s financial journey is unique. We take the time to genuinely listen to your goals, aspirations, and concerns. With this deep understanding, we can provide sound and knowledgeable advice tailored to your needs, to help empower you to make informed decisions that contribute to your long-term financial well-being. Together, we strive to shape your future into a work of art, as distinctive as each stone in a well-balanced stack.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Charitable Giving

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Scott Leibfried, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Joe Leibfried, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Scott Leibfried, Barron’s Top 1,200 Financial Advisors, 2022, 2023
  • Scott Leibfried, Ameriprise Chairman's Advisory Council, 2021, 2022, 2023
  • StackStone Wealth, Ameriprise Client Experience Award, 2020, 2022
  • Joe Leibfried, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2023
  • Scott Leibfried, Ameriprise Circle of Success, 2020, 2023
  • Scott Leibfried, Financial Times 400 Top Financial Advisers, 2017

Community participation

At StackStone Wealth, we impact our community in a positive way.
At StackStone Wealth, we impact our community in a positive way.

Like our clients, our team believes in family, friends and community. Here is a partial list of some of the community organizations that we support: