A complete list of active advisors currently associated with Stillpoint Wealth
Warmer can help you find a great advisor at Stillpoint Wealth or one who fits your needs even better.
Stillpoint Wealth, LLC is a fee-only registered investment adviser that serves individuals, high-net-worth clients, and families with portfolio management for individual accounts, comprehensive and project-based financial planning, and educational seminars or speaking engagements. The firm offers planning and investment services for common household and retirement needs as well as specialized topics such as philanthropic planning and family governance. The firm's investment process emphasizes asset allocation and Modern Portfolio Theory principles, with portfolios built using passive funds, ETFs, and individual securities where appropriate, and discretionary trading authority is typically used while permitting reasonable client-imposed restrictions. Financial planning is available as both ongoing relationships and limited-scope projects, and the firm frequently uses fixed-fee arrangements for planning work and seminars rather than commission or performance-based compensation. Notably for a firm in this category, Stillpoint combines individually managed portfolio services, an active financial planning practice, and public educational programming — a mix that is statistically uncommon among firms without active SEC-registered advisors; the Form ADV also reports no assets under management at the time of filing. The brochure highlights work on philanthropic gift planning, facilitated family retreats and governance, and an advisory approach informed by charitable-planning experience and clinical training to address relational and emotional aspects of wealth transitions, and the firm does not act as a private fund adviser.
To learn more about the advisors currently working at Stillpoint Wealth, 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 |
|---|---|---|
Delray Beach, FL
| 0
|
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