A complete list of active advisors currently associated with Stillwater Wealth Management Group LLC

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

Stillwater Wealth Management Group LLC provides investment advisory and pension consulting services to individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities. The firm delivers tailored portfolio management through an Investment Policy Statement for each client and offers plan-level consulting that can include recommending and monitoring money managers and other service providers. The firm’s investment process blends fundamental, technical and charting analysis and emphasizes long-term total return and growth, often using quality dividend-paying large-cap equities and investment-grade fixed income alongside ETFs, REITs, annuities and alternative holdings when appropriate. SWMG documents client risk tolerances, typically seeks discretionary trading authority, and implements options strategies (including covered and uncovered positions and spreads), which add material leverage and market risk to some client portfolios. Distinctive features include its scale relative to a small advisory team—managing just over $200 million with three advisors—and an account minimum of $1,000,000 (waivable). The firm requires custody with a specific institutional custodian and accesses that custodian’s institutional services (and related soft-dollar benefits), and it combines traditional wealth management with access to higher-risk or less liquid investments such as private placements and venture capital.

To learn more about the advisors currently working at Stillwater Wealth Management Group 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.