A complete list of active advisors currently associated with Stonewall Equities, Ltd.

Warmer can help you find a great advisor at Stonewall Equities, Ltd. or one who fits your needs even better.

Stonewall Equities, Ltd. provides discretionary and non‑discretionary portfolio management and financial planning services for individuals and high‑net‑worth clients, as well as trusts, estates and corporate clients. The firm also works with corporate pension and profit‑sharing plans and other business entities as part of its client base. Investment strategies are tailored to each client's objectives and typically implemented via a computer‑driven asset‑allocation model that allocates among mutual funds, stocks, bonds, ETFs and fixed income, with ongoing monitoring and rebalancing. The firm uses a mix of fundamental, technical and charting analysis and considers tax effects when appropriate, and may employ both long‑ and short‑term approaches depending on client needs. Noteworthy aspects of the firm include an affiliation with an accounting practice—its principal holds CPA credentials and the adviser cross‑references accounting and tax considerations in planning—and the firm’s engagement with employer plans and pension consulting. Stonewall also sponsors a wrap fee program and manages institutional or corporate retirement accounts, services that are less common among independent adviser firms of this type.

To learn more about the advisors currently working at Stonewall Equities, Ltd., 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.