About Our Firm

Through our advisors, StoneCrest Wealth Management has been helping high-net-worth individuals and business owners meet their unique financial objectives since 1987. Whether you're planning to retire or already enjoying a fulfilling retirement, our advisors' goal is to deliver customized financial solutions and strategies that help protect your assets and enable you to enjoy every moment -- without worrying about your financial outlook. As our many long-term clients will attest, our advisors deliver not only wealth management excellence, but also a high level of trust and confidence that comes only from strong, personal relationships.

As fee-based advisors, we take pride in the fact that every one of their recommendations is based on your needs -- not the potential of a product commission. Our strategic partnership with Lincoln Investment, the firm’s broker-dealer, strengthens our offerings with an innovative investment platform that helps us deliver best-in-class capabilities in the areas of technology, service, and practice management. When you choose our services, you gain a team of highly qualified professionals with vast wealth management experience who are guided by our five core values:

  1. Credibility – unbiased and knowledgeable advice
  2. Reliability – consistent service and advice to meet your expectations
  3. Client Intimacy – advice and insights in your life decisions are held in strict confidence
  4. Client Focus – our direct actions reflect your personal needs and agenda
  5. Independence – our recommendations are unencumbered by third-party influences. We work for you.

Awards and Recognitions

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Disclosure

Advisory Services offered through Capital Analysts or Lincoln Investment. Registered Investment Advisors Securities offered through Lincoln Investment. Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com StoneCrest Wealth Management and the above firms are independent, non-affiliated entities

Contact Details

StoneCrest Wealth Management Inc
118 S Kyrene Road, Suite 4
Chandler, AZ 85226
Toll Free: 800-852-2860
Phone: 602-258-9400
Fax: 602-258-9300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.