A complete list of active advisors currently associated with Stone Summit Wealth LLC
Warmer can help you find a great advisor at Stone Summit Wealth LLC or one who fits your needs even better.
Stone Summit Wealth LLC provides ongoing portfolio management and fiduciary retirement advice to individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and monitoring accounts on at least a quarterly basis. The firm typically operates under discretionary authority and documents each client’s goals, tax considerations, and risk tolerance in the IPS it uses to guide portfolio decisions. The firm combines multiple analysis methods—fundamental and quantitative analysis, modern portfolio theory, and technical/charting and cyclical analysis—and pursues a long‑term trading approach across a wide range of instruments, including equities, fixed income, ETFs, real estate funds/REITs, annuities, commodities, non‑U.S. securities, private placements and venture capital funds. Stone Summit emphasizes fair allocation of opportunities among clients and periodic account reviews, acknowledging the material risks associated with the various security types it uses. With approximately $443.6 million in assets under management across three advisors and 231 clients, Stone Summit operates at a relatively high AUM-per-advisor scale for a small team and offers some services that are less common among similar supported firms, such as access to private placements and venture capital investments and exposure to precious‑metal and commodity strategies. The firm recommends Schwab Advisor Services for custody and discloses receipt of institutional research and services (soft‑dollar benefits) that may create incentives, and it follows a specific proxy‑voting practice—voting core individual stock positions while abstaining on other securities.
To learn more about the advisors currently working at Stone Summit Wealth 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 |
|---|---|---|
Miami, FL
| 20
| |
Miami, FL
| 27
| |
Miami, FL
| 19
|
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