Stonewater Wealth Management, Inc. logo

Stonewater Wealth Management, Inc.

Updated today

Client AUM

$45,689,314

Clients

444

Advisors

6

across 2 offices

About

Stonewater Wealth Management serves individual investors — including high-net-worth clients — as well as banks and pension and profit‑sharing plans. The firm provides both discretionary and non‑discretionary portfolio management, constructs an Investment Policy Statement for each client, and offers hourly financial planning addressing investment, retirement, tax, insurance, and college planning.

The firm’s investment process uses charting, fundamental, and technical analysis and employs long‑term and short‑term trading as well as options writing (including covered and uncovered strategies); risk tolerance and time horizon are documented in each client’s Investment Policy Statement and the firm typically obtains written discretionary authority to implement strategies. Financial planning engagements are delivered as one‑time plans or on an hourly basis, with reviews occurring at least monthly for managed accounts.

Stonewater discloses that members of its team hold accounting credentials and are licensed to sell insurance, and the brochure notes a pension consultant on staff; the firm also discloses that commissionable insurance products may be offered, and describes the resulting conflicts and client protections. The combination of in‑house accounting and insurance activity alongside pension‑plan consulting is relatively uncommon among similar team firms and may lead to a more integrated mix of investment management, retirement‑plan work, and insurance services.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$1 - $249,999: 2.25% $250,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000+: 1.50%

Project-based

$250 per hour for financial planning services, fees negotiable

Main office

See office

4639 Corona Drive, #9

Corpus Christi TX 78411

Advisors at this office

5

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael S

Series 63, Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.

Options & derivatives strategies Real estate investing Annuities
user avatar

Michael B

Series 66

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.

Options & derivatives strategies Real estate investing Annuities
user avatar

Hope G

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Hope Garza is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with six years of industry experience. She holds a Series 65 credential and has been with Stonewater since 2019. Stonewater Wealth Management serves individual investors, including high-net-worth clients, as well as banks and pension and profit-sharing plans. The firm combines various investment approaches, including fundamental and technical analysis, long- and short-term trading, and options writing, and provides both discretionary and non-discretionary portfolio management alongside financial planning services.

Options & derivatives strategies Real estate investing Annuities
user avatar

Jonathan V

Series 65

Kingsland, TX

Stonewater Wealth Management, Inc.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Options & derivatives strategies Real estate investing Annuities
user avatar

Eduardo C

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Eduardo Campos is a Series 65-licensed financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX. He has five years of industry experience and has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individual and high-net-worth clients, as well as banks and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles while utilizing fundamental, technical, and charting analysis to guide portfolio management.

Options & derivatives strategies Real estate investing Annuities
user avatar

Ryan H

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Ryan Hatton is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Stonewater Wealth Management since 2018 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Outside of advisory work, he is involved in insurance brokering and the sales and service of fixed insurance products for outside carriers. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm creates personalized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to guide trading and options strategies.

Options & derivatives strategies Real estate investing Annuities
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")