A complete list of active advisors currently associated with StoneCrest Wealth Management, Inc

Warmer can help you find a great advisor at StoneCrest Wealth Management, Inc or one who fits your needs even better.

StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing portfolios using mutual funds and ETFs and retaining legacy positions when appropriate to client goals. The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to set asset allocation and select investments, with periodic rebalancing and the flexibility to trade for cash needs or tax reasons. StoneCrest also uses third‑party platforms to access and, where authorized, manage held‑away accounts and maintains an institutional relationship with a custodian that provides software and operational support. StoneCrest’s disclosures note several uncommon features: it offers a performance‑based fee option for qualified clients with a high‑water‑mark structure, several advisory personnel are licensed insurance professionals who may receive separate insurance commissions, and advisors also serve as registered representatives of a broker‑dealer and may effect commissionable transactions outside advisory accounts. The firm’s materials also indicate the use of endorsements and testimonials in advertising and describe the firm receiving certain economic benefits from its custodian relationship.

To learn more about the advisors currently working at StoneCrest Wealth Management, Inc, 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.