Build a Strategy with a Local Financial Advisor.
Learn how IRFCU members are weighing their options with a FREE Stone House financial plan.
Products Built Around Your Goals
Earn a Higher Rate of Return on cash than with traditional checking or savings accounts
Build an investment portfolio using your savings
Investment Portfolio Management
Create a Retirement income plan or manage old 401(k)s
Retirement Planning
MEET THE TEAM
LARRY
ALDERSON, CFP®
Senior Advisor
KATIE
JOHNSTON
Lead Advisor
JENNIFER
SCHULTZ
Lead Advisor
LORI
BROWN
Client Relationship Manager
Please note, Stone House Investment Management and Ingersoll Rand Federal Credit Union (IRFCU) are separate business entities.
By completing the above form, you agree to the following:
I, as a Client/Prospective Client, am aware that Stone House Investment Management (Adviser) has agreed to pay a fee to IRFCU (solicitor) for referral services as described in the Written Disclosure Statement.
I have been provided a copy of Stone House Investment Management’s most recent Disclosure Brochure (ADV Part 2) as filed with the SEC, Adviser’s most recent Customer Relationship Summary (ADV Part 3) as filed with the SEC, and Solicitor’s written disclosure document containing the information required by paragraph (b) of Rule 206(4)-3 under the Advisers Act that describes to each Prospective Client the nature of Solicitor’s relationship with Adviser and the terms of the compensation which Solicitor would receive pursuant to this Agreement (“Written Disclosure Statement”)
What Can Stone House Help With?
Stone House is a Financial Fiduciary, meaning we’re obligated to serving YOUR best interests.
Private Wealth
We offer exclusive private wealth management services that cater to the unique needs of high-net-worth individuals. Our strategies are personalized to help you manage, grow, and transfer your wealth efficiently.
Investment Management
Our personalized investment management services are designed to grow and protect your wealth. We focus on creating a balanced portfolio that aligns with your financial goals and adapts to market changes.
Business Investment Management
Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you maximize returns while managing risks associated with business investments.
Asset Management
We take a holistic approach, managing your portfolio with a focus on balancing risk and reward, ensuring that your assets are aligned with your financial goals and lifestyle needs.
Retirement Planning
Tailored strategies to help you achieve your retirement goals. Our team works closely with you to create a plan that helps ensure a comfortable and secure retirement based on your lifestyle.
Trusts
Our trust services are designed to protect your legacy and provide for your loved ones. We help establish trusts that reflect your wishes and offer security for future generations.
Highly Appreciated Stock
Have stocks that have soared in value? Highly appreciated stocks can offer incredible opportunities for wealth building.
Business Succession Planning
Planning for the future of your business is essential. Business succession planning ensures a seamless transition of leadership and ownership. A well-structured plan protects your company’s value, minimizes tax burdens, and safeguards your employees.
