A complete list of active advisors currently associated with Stone Loft Wealth Management LLC
Warmer can help you find a great advisor at Stone Loft Wealth Management LLC or one who fits your needs even better.
Stone Loft Wealth Management provides discretionary wealth management and financial planning services to high net worth individuals, trusts, estates and businesses. The firm reports managing about $138.5 million for a compact roster of 28 clients and does not maintain relationships with lower‑net‑worth individual households. Portfolios are constructed primarily with low‑cost mutual funds and ETFs and may be supplemented with individual stocks and bonds; investment decisions are informed by a combination of fundamental and technical analysis. Stone Loft emphasizes customized asset allocation, ongoing monitoring with at least annual formal reviews, and discretionary implementation aligned with each client’s goals and risk tolerance. The firm is a single‑advisor boutique founded in 2025 whose lead adviser is a CERTIFIED FINANCIAL PLANNER™ professional who also serves as the firm’s chief compliance officer and has prior experience at large wealth platforms. Stone Loft maintains an institutional relationship with Charles Schwab for custody, trading and back‑office support and receives related platform services, while clients retain responsibility for proxy voting.
To learn more about the advisors currently working at Stone Loft 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 |
|---|---|---|
West Chester, PA
| 19
|
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