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 works with individual investors, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, offering fee‑based investment advisory services and comprehensive financial planning. The firm provides discretionary portfolio management for individual accounts and also offers standalone financial planning engagements. Investment decisions are customized and implemented primarily on a discretionary basis using a tactical allocation approach informed by both fundamental and cyclical analysis. The firm uses a broad toolkit — including options‑based strategies, structured products and private offerings, variable insurance products, and cash positions as hedges — and can manage held‑away retirement accounts through a third‑party platform and occasionally engage unaffiliated money managers for portions of client portfolios. Compared with many peers of similar scale (roughly $60 million in assets under management and under 50 clients), the firm’s regular use of structured notes and private equity co‑investments, its practice of managing held‑away assets via a platform for which the firm absorbs an administrative charge, and its explicit standalone planning offering with a planning minimum are notable operational features. The principal maintains non‑advisory business partnerships outside the advisory practice, and the firm maintains a formal Code of Ethics and personal‑trading policies consistent with a fiduciary duty.

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.