Stonehaven Private Wealth Management LLC
Stonehaven Private Wealth Management LLC is an independent, fee-based investment advisor that provides investment management, multi-generational wealth planning and management services, financial planning, and consulting on a wide variety of business and family issues.
Stonehaven works with high net worth and ultra-high net worth individuals, families, trusts, estates, institutional clients, charitable organizations, ERISA accounts, banks, credit unions, and businesses. Our founder, Charlise B. Whiteside has extensive professional and personal experience with closely held family businesses. During her prior employment, she was instrumental in the creation of the Entrepreneurial Unit, specially designed to provide integrated services for closely held businesses, their owners, their families, and the charitable and community organizations they supported. She also has extensive knowledge of advanced estate and gift tax planning techniques as well as the use of a broad variety of trusts and other entities.
Our company was founded on the belief that in return for the trust that our clients place in us, each client deserves to have an advisor with unquestionable integrity, diligence and knowledge. We endeavor to deliver the highest standard of care to all our clients, so that they can enjoy the rewards of their success; while we work hard to minimize their need for financial concern.
Stonehaven is dedicated to providing the additional services which are needed to accommodate the specialty assets and lifestyle requirements frequently found within the complex lives of those who have had been very fortunate. Our model is that of a multi-family office with many additional services in addition to portfolio management for business owners, their families, their companies, and the organizations they support.
Stonehaven does not receive commissions for our services rendered. Large Qualified Custodians hold our client’s assets. These custodians have the independent responsibility to protect, hold, and account for the client funds. They are charged with the obligation to produce and provide accurate, independent client statements and deliver them directly to the client’s address of record. They must meet rigorous standards to be authorized to act as a “Qualified” custodian.
We take a holistic approach to wealth management. After detailed discussions with our clients concentrating on what is really important to them, we work with them to develop a plan that will focus the power of all of their assets on trying to achieve their goals and dreams, while attempting to mitigate their greatest concerns. We are happy to discuss your particular situation with you to see if there is a good fit. Please do not hesitate to call us, 978-430-0150.