Comprehensive Strategies
Stonewater Financial has the required depth and breadth across asset classes and investment vehicles to properly advise clients.
Managing your growth
Buying a home
Saving for college
Preparing for retirement
Seeing the world
Leaving a legacy
Deep Knowledge Across All Product Types
Investment Advisory Services
From diversified portfolios to individual securities, we stand ready to advise.
Mutual & exchange-traded funds
No proprietary products. We advise based on manager performance, risk and fees.
College planning
Prepare for future educational costs by investing in tax-advantaged 529 college savings plans.
Estate
Planning
Planning
Your Financial
Health
Health
Investment
Assessment
Assessment
Retirement
Planning
Planning
Cash Flow &
Management
Management
Tax
Planning
Planning
Risk
Planning
Planning
Securities-based lending
Manage your liquidity needs, while keeping your portfolios in place.
Annuities
Access to carefully selected fixed and variable annuities directed at helping you manage risk in retirement.
Insurance
Insurance analyses and recommendations targeted to weather unexpected life events.