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Finding Balance. Building Freedom.

At StackStone Wealth, we believe your financial life deserves balance. We approach financial planning the way we view stone stacking: intentional, steady, and grounded.

We start by listening so we can understand what matters most to you and explore strategies together. Our goal is to offer clear guidance and help you build a strong foundation for the future you envision.

Together, we aim to shape a financial path that feels thoughtful, steady, and uniquely balanced, much like a carefully stacked stone sculpture.

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Honored to be recognized in Forbes

All of us at StackStone Wealth are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.