Stonecreek Wealth Advisors

Stonecreek Wealth Advisors provides retirement planning and investment advisory services to individual investors as well as institutional clients, including pension and profit‑sharing plans, charitable organizations, trusts, estates, and business entities. Its services include comprehensive portfolio analyses, retirement plan consulting, and the recommendation and ongoing monitoring of third‑party investment managers.

The firm operates under fiduciary standards and applies Modern Portfolio Theory, asset‑allocation software and historical performance modeling to develop investment policy statements and to run accumulation and distribution analyses that include projected (modeled) illustrations. A substantial portion of its advisory assets are managed on a non‑discretionary basis, while recommended third‑party managers handle trading, execution and custodial reconciliations under co‑adviser arrangements.

Compared with many independent peers, Stonecreek stands out for serving a relatively large client base per advisor and for producing periodic publications and a paid online subscription (Investor Minute and Quarterly Market Review) that it makes available at no cost to clients with assets under management. The firm also explicitly uses hypothetical performance projections in its planning deliverables and names two primary third‑party managers (AssetMark and Matson Money) as part of its model of combining in‑house financial advice with outsourced portfolio management and pension consulting.