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

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

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.

To learn more about the advisors currently working at Stonewater 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.