A complete list of active advisors currently associated with Stone Pillars Wealth Management

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

Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, working with both high-net-worth and non-high-net-worth clients. The firm provides fee-based discretionary portfolio management and comprehensive financial planning, and also offers standalone planning engagements for clients who do not maintain managed accounts. The firm employs a tactical allocation approach informed by fundamental and cyclical analysis and uses both long- and short-term strategies to adjust risk and allocations. Portfolios may include a broad mix of instruments — public equities and fixed income, mutual funds, options-based and hybrid structured products, private offerings and private equity co-investments — and the adviser also manages held-away employer plan accounts via a third-party platform to monitor, rebalance and implement its strategies. Noteworthy features include the principal’s exit-planning credential and business-owner experience, which the firm cites when advising business-owner clients on transition and succession matters. Uncommon for a firm of this size, Stone Pillars explicitly employs structured notes, options-related strategies and private co-investments in client solutions and uses a held-away asset platform where the adviser absorbs the platform’s administrative charge rather than passing it directly to clients.

To learn more about the advisors currently working at Stone Pillars Wealth Management, 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.