Build a Future With More .
Learn what your options are with a FREE financial plan from a Stone House Advisor.
Do Job Changes Have You Rethinking Your Financial Strategy?
There are times we’re faced with a fork in the road of life, and, sometimes, it can be hard to know the best way forward. There might even be options you aren’t aware of!
Our Advisors can help! Whether you were laid off, offered a retirement package, or given more options from your employer, Stone House Investment Management can tailor a custom financial plan to your needs for FREE. Take the next step forward with confidence!
Questions you might have:
Does this change when I'm able to retire?
What are my available assets, and how can I use them now?
What does the future look like for me and my family?
How Does It Work?
We’ll ask you for some initial details in the form below. Then, our team will connect you with your ideal Advisor!
Be sure to include any initial questions you’d like answers on.
In your confirmation email, we’ll send you a request to complete The Future You Questionnaire. This is a process unique to Stone House and helps our Advisors collect all the information needed to build your plan.
Don’t worry, your Advisor will be available to help answer questions, if you have any. Fill out this questionnaire before your meeting to the best of your ability!
A Stone House Advisor will then meet with you and provide your custom plan.
We offer virtual video or phone meetings to help save you time. Simply let us know when you’re available, and we’ll reach out!
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.
