A complete list of active advisors currently associated with Stonehaven Wealth & Tax Solutions
Warmer can help you find a great advisor at Stonehaven Wealth & Tax Solutions or one who fits your needs even better.
Stonehaven Wealth & Tax Solutions provides discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts and estates. The firm manages roughly $168 million in client assets for about 310 accounts and typically works with relationships of a size that support its integrated planning and portfolio management services. The firm’s investment process combines fundamental and quantitative analysis to construct model portfolios composed mainly of ETFs, mutual funds and individual equities, with a generally long-term orientation while permitting shorter-term trading for rebalancing or client needs. SWTS acts as a fiduciary in retirement-account advice and implements tax-aware decisions as part of ongoing portfolio supervision and client reviews. What distinguishes the firm is that it both sponsors a wrap-fee program that bundles transaction, custodial and administrative “Covered Costs” into its asset-based fee and maintains an affiliated accounting and tax services entity under common ownership. Advisors at the firm are also licensed to sell insurance and the firm recommends a particular institutional custodian whose platform and software access create economic benefits to the advisor, which the firm discloses as potential conflicts to be managed.
To learn more about the advisors currently working at Stonehaven Wealth & Tax Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Appleton, WI
| 5
| |
Appleton, WI
| 26
| |
Appleton, WI
| 18
|
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