A complete list of active advisors currently associated with Stack Wealth Management, LLC

Warmer can help you find a great advisor at Stack Wealth Management, LLC or one who fits your needs even better.

Stack Wealth Management is a small, independent advisory firm that provides referral-based advisory services to individuals (including high‑net‑worth individuals) and business entities. Instead of directly managing client portfolios, the firm assists clients in establishing relationships with a third‑party investment adviser, Brookstone Capital Management, and supports the onboarding and account‑setup process. The firm’s principal draws on long experience in investments and focuses on helping clients transition from working life to retirement, gathering clients’ financial information and assessing suitability before making referrals. Stack Wealth Management does not make individualized securities recommendations, does not exercise investment discretion or custody client assets, and makes clear that clients must enter a separate advisory agreement with the recommended third‑party manager. Notably, the firm’s principal is a licensed insurance agent and offers commissionable insurance products to clients, a practice the brochure discloses as a potential conflict of interest while stating clients are not required to use those services. The practice is referral‑focused and does not provide direct portfolio management or custody, and it appears to concentrate on HNW and institutional-type clients rather than typical non‑HNW retail individuals.

To learn more about the advisors currently working at Stack Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lawrence Stack	Perry, GA	30

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