A complete list of active advisors currently associated with Stone Tower Wealth Advisors

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

The firm provides wealth management, investment management, comprehensive and project-based financial planning, and retirement plan consulting and management to a mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and businesses. It operates as a fee-only registered investment adviser and can manage accounts on either a discretionary or non-discretionary basis. The firm describes an investment approach grounded in modern portfolio theory, building diversified portfolios that blend global equities and domestic fixed income, with the potential inclusion of alternative investments and quantitative factor overlays (momentum, value, quality, size). It uses both passive and active vehicles, offers socially responsible investing options, applies periodic rebalancing, and accesses third-party manager models through Schwab’s Model Market Center while retaining final trading discretion. Notable features in the brochure include that this is the firm’s initial Form ADV filing and it reported no assets under management at the stated date, which is relevant for prospective clients evaluating scale and operational maturity. The firm also offers educational seminars and speaking engagements — a relatively uncommon service among similar advisers — and the advisers have atypical outside commitments (one holds a substantial teaching role overseas that does not overlap U.S. trading hours), a staffing detail that may inform client interaction and coverage.

To learn more about the advisors currently working at Stone Tower Wealth Advisors, 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.