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 assistance, but also a high level of customer service 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 knowledgeable 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:
- Credibility – unbiased and knowledgeable advice
- Reliability – consistent service and advice to help meet your expectations
- Client Intimacy – advice and insights in your life decisions are held in strict confidence
- Client Focus – our direct actions reflect your personal needs and agenda
- Independence – our recommendations are unencumbered by third-party influences. We work for you.