Stoneholt Wealth

Stoneholt Wealth is a fee‑only registered investment adviser that describes its clients as individuals and high‑net‑worth clients and offers wealth management alongside both project‑based and ongoing financial planning. The brochure notes discretionary investment management and ongoing account supervision, and also describes regular reviews and written financial plans for planning engagements.

The firm’s investment approach blends passive and active strategies within a modern‑portfolio framework and employs fundamental, technical, and charting analysis as part of its security selection and risk assessment. Stoneholt Wealth also uses outside managers and model portfolios — including participation in a model marketplace — and describes a diligence and monitoring process for third‑party managers while retaining authority to implement portfolio changes.

Distinctive features include an explicit program of recommending independent outside investment managers and subscribing to a model marketplace, services that are offered by a minority of firms in this category. The brochure also highlights that the firm is newly registered, operates with a single advising principal, reports no client assets as of the filing date, and requires custody relationships through specific institutional platforms when managing client accounts.