Our Firm

StoneCrest office buildingThrough our advisors, StoneCrest Wealth Management has been helping high-net-worth individuals and business owners meet their unique financial objectives since 1987. Whether you're planning to retire or already enjoying a fulfilling retirement, our advisors' goal is to deliver customized financial solutions and strategies that help protect your assets and enable you to enjoy every moment -- without worrying about your financial outlook. As our many long-term clients will attest, our advisors deliver not only wealth management assistance, but also a high level of customer service that comes only from strong, personal relationships.

As fee-based advisors, we take pride in the fact that every one of our recommendations is based on your needs -- not the potential of a product commission. Our strategic financial partnerships strengthen our offerings with an innovative investment platform that helps us deliver knowledgeable capabilities in the areas of technology, service, investment research and practice management. When you choose our services, you gain a team of highly qualified professionals with vast wealth management experience who are guided by our five core values:

  1. Credibility – unbiased and knowledgeable advice
  2. Reliability – consistent service and advice to help meet your expectations
  3. Client Intimacy – advice and insights in your life decisions are held in strict confidence
  4. Client Focus – our direct actions reflect your personal needs and agenda
  5. Independence – our recommendations are unencumbered by third-party influences. We work for you.

Awards and Recognitions

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