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 4: Earle Wootton

Earle is a founding Director of The Community Foundation of the Endless Mountains, and he serves as Chairman of the Board of Directors.
Prior to creating the Foundation, Earle was President of a group of commercial printing and publishing companies and has served as a Director on the boards of several banks. He has a Bachelor of Science degree from Rochester Institute of Technology and an MBA from the Wharton School, University of Pennsylvania. He now lives in Montrose with his wife June. He leads by example in the world of philanthropy, and in this video, he speaks about the importance of charity.
To say thank you for sitting down with us for this interview, Stone House is donating $1000 to charity in Earle’s name. Earle has asked that Stone House use the donation to establish the Stone House Charitable Fund at The Community Foundation to continue the act of giving for years to come. Stay tuned to learn more about the Stone House Charitable Fund soon!

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Episode 3: Honorable Jason Legg

The Honorable Jason Legg is the President Judge of the Court of Common Pleas of Susquehanna County.  He graduated summa cum laude from the University of Scranton and obtained his Juris Doctorate degree from Albany Law School (summa cum laude) as the Salutatorian of his class. 

In this video, Jason discusses some of his very personal experiences that formed his views on family, life and ideals. Despite his strength of character and experience during volatile conversations, Bob was able to finally get Jason to crack a smile and share some light-hearted stories too.

Jason has chosen CareNet to receive our donation.

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Episode 2: Bill Prebola, MD

Bill is a partner at Northeastern Rehabilitation Associates and has appointments at several hospitals throughout Pennsylvania. In addition, he dedicates a lot of time to local charities and civic organizations. He places particular focus on developing our area's youth through sports and academics and is a member of the local school board.

In this video, Bill discusses his recovery from COVID, raising his family, running his business, hunting, and the things in life that he is passionate about. 

Bill has chosen the National Scholastic Athletics Foundation to receive our donation.

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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.

Find Out If Stone House Is Right For You

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.