Stone Wealth Partners LLC

Walter Wiltz IV is a financial advisor at Stone Wealth Partners LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Stone Wealth Partners since 2020, following four years at Parish Investment Advisors LLC. Stone Wealth Partners serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for about 375 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments.

Hunter Mc Clendon is a financial advisor with Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. His career includes roles at First Horizon Advisors, Iberia Bank, Infinex Investments, Inc., and Cintas Corp. He is compensated for investment-related sales of insurance and annuities through his firm. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management, using various analytical approaches and offering both discretionary and non-discretionary advisory services.

Joshua Savoie is a financial advisor at Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Stone Wealth Partners, he held roles at Ameriprise Financial Services and has entrepreneurial experience as co-owner of Raconteur Story Writing Services LLC and Savvy Investments LLC, which focus on writing and consulting services. He is also the founder of Celebration of Life, Inc., a book-making platform. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches and offers both discretionary and non-discretionary services.

William Butcher is a financial advisor with Stone Wealth Partners LLC and holds a Series 65 designation. He has eight years of industry experience and previously worked at Integrity RIA for two years. Outside of finance, he is a yoga instructor at Red's Health Club. Stone Wealth Partners serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for about 375 clients through a team of six advisors. The firm offers customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments, alongside financial planning, consulting, and retirement plan services.

Richard Hebert is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Stone Wealth Partners LLC since 2020 and previously spent four years at Parish Investment Advisors LLC. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in property renovations and leasing. Stone Wealth Partners LLC serves individuals—including high net worth clients—and pension and retirement plan sponsors, managing approximately $143 million across about 375 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments.

Sara Girouard is an advisor at Stone Wealth Partners LLC with three years of industry experience. She has worked at Federated Management Services, Inc., Delhomme & Girouard, LLC, PRM CPAs + Advisors, LLC, and Delhomme LeBlanc & Associates, LLC. Stone Wealth Partners LLC serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for around 375 clients through a team of six advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and pension/401(k) consulting and participant enrollment support, using customized and model portfolios primarily focused on equities, mutual funds, ETFs, and select alternative instruments.

Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.