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Stone Wall Money Management LLC

Updated today

About

The firm provides investment advisory and portfolio management services to individual and high‑net‑worth clients through discretionary and non‑discretionary managed accounts, offering recommendations across cash, equities, mutual funds, bonds and annuities. It may also recommend unaffiliated third‑party sub‑advisors to manage all or a portion of client assets and allows clients to impose written restrictions on investments.

Its investment process is driven by client objectives, time horizon, and risk tolerance and incorporates methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies, with an explicit emphasis on preserving purchasing power over the long term. The firm conducts at least quarterly account reviews, supervises any recommended sub‑advisors, and discloses that certain service providers incorporate artificial intelligence components and are subject to periodic vendor due diligence.

Distinctive features include operating multiple office locations while maintaining a small advisory team, an operational footprint that is uncommon among similarly sized supported firms, and being a recently established, owner‑operated registered adviser. The firm also discloses that some employees are licensed insurance agents who may offer commissionable insurance products (limited in scope) and generally recommends an independent custodian relationship for execution and custody.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

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Fee options

Percentage

1.50% annually

Main office

100 Beard Sawmill Road, Suite 275

Shelton CT 06484

Advisors at this office

7

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Laura L

Shelton, CT

Stone Wall Money Management LLC

Laura Lehrhaupt is an advisor with Stone Wall Money Management LLC and holds 10 years of experience with Strategies for Retirement. She joined Stone Wall Money Management in 2026 and is part of a six-advisor team based in Shelton, CT. Stone Wall Money Management provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies tailored to client objectives, time horizon, and risk tolerance. The firm combines asset allocation, technical analysis, and both long- and short-term approaches while emphasizing long-term purchasing power preservation.

Annuities
user avatar

Michael L

Series 63, Series 65

Shelton, CT

Stone Wall Money Management LLC

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.

Annuities
user avatar

Anthony P

Series 63, Series 66

Shelton, CT

Stone Wall Money Management LLC

Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Annuities
user avatar

Bennett S

Series 63, Series 66

Shelton, CT

Stone Wall Money Management LLC

Bennett Sacks is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering tailored recommendations across various asset classes. The firm’s investment approach focuses on client objectives, risk tolerance, and long-term purchasing power preservation, utilizing methods such as asset allocation and technical analysis.

Annuities
user avatar

Crystal C

Series 63, Series 65

Shelton, CT

Stone Wall Money Management LLC

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Equitable Advisors, J. Davenport Advisors, and Liberty Partners Financial Services. Outside of advisory work, she is a commissioned notary public in Connecticut. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, offering diversified investment recommendations and employing a client-driven investment process that incorporates asset allocation, technical analysis, and risk management. The firm operates multiple offices with a small advisory team and also offers limited commissionable insurance products through licensed employees.

Annuities
user avatar

Robert B

Series 66

Shelton, CT

Stone Wall Money Management LLC

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has prior experience with Money Concepts Capital Corp, Artisan Wealth Management, Strategies For Wealth Management, and a brief tenure at the State Treasurer's Office. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process considers client objectives, time horizon, and risk tolerance, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with a focus on preserving purchasing power over the long term.

Annuities
user avatar

Benjamin B

Series 63, Series 65

Shelton, CT

Stone Wall Money Management LLC

Benjamin Berger is a financial advisor at Stone Wall Money Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at David Lerner Associates and several other firms. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies driven by client objectives, risk tolerance, and time horizon. The firm employs various investment methods and offers discretionary and non-discretionary managed accounts, with periodic reviews and oversight of third-party sub-advisors.

Annuities
View complete list of advisors at this firm
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