I listen as you explain your needs, dreams and fears. Then together we design a plan that shows you how we can help you reach your financial goals. We work together to implement the plan. Then our financial planning tools will keep you updated on where you stand and allow us to adapt the plan as life happens.
I took the lessons I learned over the years about how to invest for financial freedom (also known as Retirement) and put it into a book, "Retirement Investing 101: A step by step process for building and managing a retirement portfolio". After listening to clients and prospective clients in over 5,000 meetings, I observed people wanting more than just investment advice from their wealth manager.
I took the lessons I learned over the years about how to invest for financial freedom (also known as Retirement) and put it into a book, "Retirement Investing 101: A step by step process for building and managing a retirement portfolio". After listening to clients and prospective clients in over 5,000 meetings, I observed people wanting more than just investment advice from their wealth manager.
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At the time of this writing, we manage over 100 accounts for clients with different investing timeframes and risk tolerances (who also opened accounts at different times). So spending money on the legal fees required to publish and share an aggregate return of our portfolios wouldn't be a good use of money and definitely would not be beneficial to anyone in helping them make the decision to hire our firm or not.
Stone Hill Wealth Management. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
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