Your complete financial planning solution

Leverage comprehensive financial and investment planning services and strategies through our affiliate* and StoneX Wealth Management are both part of the StoneX Group

Take advantage of our parent companies’ strength to grow your investments. StoneX is a NASDAQ-listed, Fortune-100 company with nearly 100 years’ experience in connecting investors to global markets. As a global, publicly traded company, StoneX must meet the highest standards of corporate governance, financial reporting, and disclosure.


What services are offered?

  • Strategic Financial Planning
  • Estate Planning and Wealth Transfer
  • Investment Planning
  • Risk Management and Insurance
  • Solutions for Business
  • Workplace Services
  • Tax-advantaged Financial Strategies

Why choose StoneX Wealth Management?

The size and strength of the StoneX Group provides investors with the security that they need, but our personal touch and client care is what keeps them with us. Our team of wealth management professionals work closely with all clients, developing personalized plans that leverage their expertise and the reach that being part of the StoneX Group offers.


Who is StoneX Wealth Management for?

We offer a comprehensive service that caters to individuals, families, businesses, and their employees, to help you address your needs today and for many years to come. Our team has years of experience and expertise within financial services and that knowledge is used to help investors to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.


*StoneX Wealth Management is a trade name used by SA Stone Wealth Management Inc. (“SASWM”), an SEC-registered Broker Dealer and member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training