Most "financial advisors" reduce your life to only the investments their company allows them to manage and for which they can be compensated. However, Stoneface knows that this is just a piece of the puzzle and rarely the main driver of wealth. Our focus is on helping you maximize your return on life and overall net worth. Our approach is about creating wealth, which comes from your greatest asset: YOU.
Earn
The truth is that money issues don't magically resolve themselves just by accumulating more of it. Instead, we work with you to effectively handle the issues which often accompany affluence. We will help you build sustainable money habits for a lifetime.
Save
How much is enough? We can help you plan for maximum impact in all areas of your wealth over the long term.
Grow
Find financial freedom that is not solely dependent on your performance on the ice or in the boardroom but expands to other areas while you excel in your individual craft.
Share
There is tremendous value in giving that extends beyond tax benefits. It's about leaving a legacy and making an impact on programs, ideas, and initiatives that are important to you. As a member of the Stoneface community, we can help you establish a well-planned giving process and philosophy that includes various strategies, including direct donations, donor-advised funds, trusts, and foundations. These strategies can cover areas that are important to you, such as social issues, the environment, faith-based causes, and more.
Protect
The world wants what you have, and there are those who will use any means to get it. We are here to help shield and advise you against highly speculative investments, predatory scams, and any other asset-draining influences that come your way. We aim to secure your net worth for you, your family, your passions, and all the areas you care dearly about.
Although we differentiate our services individually, our true power lies in how we combine them together.
