Stahl Wealth Management, LLC

Stahl Wealth Management is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and charitable organizations. Uncommonly for an independent adviser of its size, the firm also advises corporate/business clients and sponsors pension or profit‑sharing plans, and it manages roughly $65 million in discretionary client assets.

The firm emphasizes tailored, objective‑driven management and typically implements model portfolios designed for different risk tolerances while operating under discretionary trading authority and accepting client‑imposed written restrictions. Its investment process draws on both fundamental and technical methods and can include long‑ and short‑term positions and option strategies when appropriate; it also provides consultative retirement and rollover advice under fiduciary standards.

Distinctive features include the firm’s willingness to work with employer plans and corporate clients — services only offered by a minority of independent advisers — and operational practices that include fee billing through custodians and written standing transfer authorizations that result in limited custody reporting. The adviser utilizes institutional custodial platforms and associated research resources and encourages clients to reconcile custodian statements with its own reporting.