WHERE RETIREES GO FOR ADVICE
 WHERE RETIREES GO FOR ADVICE

Stone House Gives Back

LifeSTACK® A Lifetime of Interest Video Series

We Love Stories and We Love Our Community

The LifeSTACK® A Lifetime of Interest Video Series Combines the Two

With our LifeSTACK® A Lifetime of Interest Video Series, we get to combine our love of stories and our love of our community by sharing some of the life lessons learned by our friends who are some of the most recognized business and cultural leaders in our community.

Each of our guests is asked to choose a charity and we will donate $1000 in their name. Even better, for each new client that joins our Stone House family from now until 12/31/20, we will donate $300 to the United Way COVID-19 Response and Recovery Fund!

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*Terms And Conditions Apply. See Below.

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Episode 1: Bill Ruark

Bill is one of our area's most successful businessmen. You may know him from Stone Hedge Golf Course, Meshoppen Stone, S.G.F.S., Signature Building Systems, or one of his many other businesses. 

Bill gives us an inside look at his life, his beliefs, and what drives him to get up every  morning and go to work. 

We are so thankful he joined us for this candid talk. Bill has requested that our donation be directed to the Seven Loaves Soup Kitchen.

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*Participation in the LifeSTACK® Lifetime of Interest Video Series does not indicate that the participant uses, approves or endorses Stone House Investment Management or any of its owners, employees or affiliates.

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Head over to our company site to see if we are a good fit for your investment and financial planning needs.

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*Stone House Gives Back Terms and Conditions: Offer to donate $300 for each new client applies to new asset management clients only who begin new service between 6/1/2020 and 12/31/2020 (Donation Eligibility Window). A donation will be made to the United Way within 3 months following the close of Donation Eligibility Window. You can request our Form ADV 2 for details of fees and services. 

Disclosures:
Participation in the LifeSTACK® Lifetime of Interest Video Series does not indicate that the participate uses, approves or endorses Stone House Investment Management or any of its owners, employees or affiliates.

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.