OUR STORY
Fulfillment planning.
I founded Stone Pillars Wealth Management with one goal in mind. To be a blessing to others through fiduciary wealth-management strategies that add value to those who entrust us with their financial futures.
We are unique in that we specialize in "Fulfillment Planning", financial planning woven into the fabric of our client's core values and life goals.
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.
OUR PILLARS
Pillars that align with our clients
Family
Faith
Fitness
Financial Freedom
Financial Security
Achieve peace of mind with our strategies designed to secure your financial future and protect your wealth.
Personalized Support
Receive dedicated, tailored advice that addresses your unique financial needs and goals.
Values Aligned
Partner with a firm that prioritizes your core values, ensuring our guidance aligns with your personal and business principles.
OUR PROCESS
Our S.A.F.E. Process
FAQ's
Frequently Asked Questions
As a fiduciary firm we are obligated to always act in your best interest. You can expect comprehensive wealth management strategies, and financial planning for your short and long-term goals. We provide discretionary investment management, regular and consistent contact as well as annual reviews. We pride ourselves on communication and accessibility to add value to your lives.
We work closely with professionals such as CPAs, Estate Planning Attorneys, and Licensed Insurance Specialists that work with our clients. In cases where clients do not have those relationships we have a referral network of trusted experts that can help with the specific client need.
When beginning an engagement with clients, we have you provide us with all of your pertinent financial information so that we can begin our S.A.F.E. process. This includes items such as social security projections, current assets, retirement accounts and life insurance policies. Throughout the process, we will learn more about your past experiences and future goals as we build out your fulfillment plan.
We have regular contact with our clients based on their unique needs and goals. We require an annual meeting to go over your financial plan and investments. These meetings can be in-person or virtual based on your preferences. We are always available for our clients. It is our policy that we will return any communication within 24 hours and often times sooner. Accessibility is one of our highest priorities!
We work best with clients and business owners that have $250,000 of investable assets and above. Anyone should feel comfortable scheduling a no obligation free fulfillment session to find out if we are a good fit.
Through our S.A.F.E. process we solidify your goals and analyze where your are at currently. We build out an individualized, goal-focused strategy that incorporates your current financial status, risk-tolerance, time-horizon and future goals and dreams. We manage client assets in a diversified manner utilizing ETFs, individualized securities including equities, as well as structured notes. Each client is invested towards their risk profile and time-horizon and we regularly rebalance accounts based on market opportunities, tax needs and risk barriers.
