Our Stone House process is as solid as our namesake.
Our individualized approach builds a customized plan for your days ahead.
When you work with Stone House, it's personal! Our Advisors begin by assessing your goals, your concerns, and your current situation. This is your retirement. Why not accomplish your dreams?
The best feature of our Advisors? They actually LISTEN!
It's not about having you sign a disclosure or fill in the check boxes on a list,
it's about hearing you emphasize what's most important to you and making sure that the advice we're giving shares that same priority.
From that point on, you're no longer flying solo.
OUR team is YOUR team.
From day one... to the years ahead, whenever life throws you the next curve ball, we're on your side.
We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Any good plan starts with a strong design; let us create a custom BluePrint designed to help you achieve your goals. Click here to learn more about this exclusive process created by our Stone House team.
“Stone House is not in any way affiliated with Procter and Gamble. P&G is a registered trademark of Procter and Gamble”
Latest Blog Posts
We are very excited to announce the addition of the newest member to our Stone House team, Barbara Grimaud, Esq. Barb will be helping clients with retirement and financial planning as part of our team of experts. We are so proud of our team and excited for Barb to be a part of our company as we grow and evolve to meet new challenges in the future.