Lakeside, AZ Office
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Stone Wealth Strategies
Supported
Firm-wide stats for Stone Wealth Strategies
About
Stone Wealth Strategies serves individual clients by providing financial planning, a written portfolio "MRI" analysis, and periodic educational seminars and workshops for both prospects and clients. The firm also acts as a selection and co‑advisor by referring clients to a third‑party investment manager for portfolio implementation rather than directly managing client accounts.
The firm does not trade or take custody of client assets; instead it conducts due diligence on and ongoing reviews of the third‑party manager it recommends, which uses Modern Portfolio Theory and fund‑of‑fund programs to allocate primarily to equities and no‑load mutual funds. Investment recommendations are tailored to each client’s income, tax profile, risk tolerance and time horizon, and the firm documents and reviews those determinations in written reports.
Notable distinctions include multiple professional affiliations: principals operate an accounting practice and a law practice and the firm is a licensed insurance agency, relationships the firm discloses and monitors for conflicts of interest. The firm also maintains more than five offices despite a small advisory team, does not accept discretionary portfolio management, and offers free recurring educational events while charging a one‑time fee for its in‑depth portfolio analysis service.
Based on Stone Wealth Strategies
Location
4700 W. White Mountain Blvd, Ste. B2
Lakeside AZ 85929
Advisors at this office
3
Advisors at this office
Michael R
Series 65
Lakeside, AZ
Stone Wealth Strategies
Michael Riendeau is a Series 65 licensed advisor at Stone Wealth Strategies with four years of experience in financial services. His background includes roles at Stone Advisors Inc and Electric Entertainment, as well as entrepreneurial activity through Wine Mountains. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation and focuses on tailored recommendations based on income, tax profile, risk tolerance, and time horizon.
James E
Series 65
Denver, CO
Stone Wealth Strategies
James Evans is a financial advisor at Stone Wealth Strategies in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Mathies Financial Partners for three years and has operated the Law Office of James Evans since 1979. In addition to his advisory role, he is an attorney and business owner of J. D. Evans PC. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party managers for portfolio implementation and focuses on due diligence and ongoing reviews of these managers, tailoring investment recommendations based on individual client profiles.
Larry S
Series 65
Denver, CO
Stone Wealth Strategies
Larry Stone is a financial advisor at Stone Wealth Strategies in Denver, CO, with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Gearhart Geld LLC and Financial Gravity Wealth, Inc., among others. Outside of advising, he serves as president of the Columbine Center Condominium Association and owns Stone CPA LLC, an accounting firm. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party investment managers and conducts due diligence on their portfolios, which are typically allocated using Modern Portfolio Theory and fund-of-fund programs tailored to each client’s profile.
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