Team profile

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.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Charitable Giving
  • Saving for Education

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Scott Leibfried, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Joe Leibfried, Forbes Best-in-State Wealth Advisors, 2022, 2023
  • 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
  • Scott Leibfried, Financial Times 400 Top Financial Advisers, 2017

Community participation

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:

Special Olympics of Iowa

American Heart Association

100+ Men Who Care -Tri-State Chapter

Opening Doors-Maria House & Theresa Shelter

Dubuque Optimist