Our Approach

Stone stacking is the art of creating sculptures by balancing rocks of all shapes and sizes. The artist works only with naturally available rocks, balancing them without glue or wires into beautiful, unique shapes. At StackStone Wealth, we strongly believe financial freedom is about balance. We work with your “financial stones”—investments, risk management and tax strategies—to help you build a beautiful, unique financial life. With our comprehensive experience in financial planning, our advisors can offer sound, knowledgeable advice to help you achieve financial equilibrium, so you can be happy both now and in the future.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Who We Are

Check out our team video, found on our About Us page!

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)