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Stephen S
CFP®
Las Vegas, NV
Harvest Wealth Design & Management, LLC
Stephen Stone II is a CFP® professional with nine years of experience in financial advising. He is the principal of Harvest Wealth Design & Management, LLC and has held roles at Two Hawks Family Office Services, LLC and Stone Bybee & Associates, PLLC. In addition to his advisory work, he is an attorney and owner of a law firm, where he dedicates significant time. Harvest Wealth Design & Management, LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs fundamental analysis and written investment policy statements to manage portfolios with discretionary authority, rebalancing, and ongoing monitoring, while also offering consulting engagements and oversight of sub-advisors.
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