personalized income strategies. durable investment solutions. strategic business planning. legacy and estate provisions. ongoing fiscal evaluations.
Comprehensive FIDUCIARY financial consulting services tailored to your needs
LETTER FROM OUR FOUNDER
Welcome to Stone Pillars
At Stone Pillars Wealth Management, we understand the importance of your financial dreams and aspirations. Just as a pillar supports a structure, our firm supports the crucial aspects of your life—Family, Faith, Fitness, and Financial Freedom—ensuring they are shaped, strengthened, and fortified. With our proprietary S.A.F.E. process, we align your financial strategies with your most cherished values, preparing you for a prosperous and fulfilled future
Founder, Wealth Management Advisor
OUR PILLARS
Alignment with Our Clients
At Stone Pillars Wealth Management, we align our financial strategies with the core values that matter most to you: Family, Faith, Fitness, and Financial Freedom. Our approach ensures that your family's well-being is prioritized, your faith is honored, and your physical and mental health are supported, all while empowering you with financial independence. By focusing on these pillars, we help you build a secure and prosperous future that reflects your values and supports your loved ones. Join us in creating a meaningful legacy that enriches every aspect of your life.
WHY US
Our S.A.F.E Process
Stone Pillars exists to help individuals and business owners identify and shape their financial goals and dreams for a successful and fruitful future.
Our proprietary four-step S.A.F.E. process is used with each client to carefully and thoughtfully build a plan that will solidify, strengthen, and fortify your pillars through the challenges and blessings that life brings and that will leave an eternal legacy
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Objectivity
Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.
Expertise
Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.
Long-Term Relationships
Build long-term relationships with your clients based on trust, open communication, and mutual respect.
Accountability
Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.
OUR SERVICES
We Specialize in
FINANCIAL PLANNING SERVICES
Financial Planning
Tailored investment strategies to help clients grow their wealth and achieve their financial goals.
Comprehensive retirement plans designed to secure a comfortable and worry-free future.
Guidance on saving and investing for educational expenses, such as college tuition.
Wealth Management
Active management of investment portfolios to optimize returns while managing risk.
Strategic allocation of assets to achieve diversification and maximize long-term growth potential.
Assessment and mitigation of financial risks through insurance solutions and other strategies.
Tax & Estate Planning
Expert guidance on minimizing tax liabilities, maximizing deductions, and optimizing tax strategies.
Comprehensive estate plans that ensure a smooth transfer of wealth and minimize estate taxes
Strategies to protect assets and wealth for future generations while minimizing tax implications.
Business & Exit Planning
Expert guidance on business entity structuring, ownership transactions, buy/sell agreements, and liquidity events to help you optimize and secure your business operations.
Financial and Real Estate consulting
Our consulting services include thorough financial statement reviews and comprehensive real estate consulting to support your financial health and property investment strategies.
We specialize in designing and implementing retirement and pension plans tailored to ensure long-term financial security for you and your employees.
TESTIMONIALS
Experience talks
TEAM
Meet our team
Confidence and trust are paramount in making sound financial decisions. That’s why working with a Certified Financial Planner™ professional at Stone Pillars Wealth Management is essential. A CFP® has the knowledge and experience to provide solid guidance through the financial landscape, ensuring your financial future stands on a firm foundation.
Jonathon Jordan CFP®️, CEPA®️
Founder
Chadwick Gaffney
Business Development
Kaitlin Jordan
Client Services
GET STARTED
Schedule Your Fulfillment Session Today
Shaped.
Strengthened.
Fortified.
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