At Stonehaven, we recognize that clients vary. Not all of our clients would ever want to work on Wall Street. We know they did not all ace Math. However, finance and wealth management may still affect their lives in profound ways.
We work with all of our clients to help them identify what they hope their money will allow them to achieve and the risks they hope to avoid.
We are happy to be your guide no matter what your financial sophistication level. We work hard to create a safe place, where our clients can feel that they can ask any question, no matter how naïve it may sound or how little they currently understand about the topic of finance. We will work with you to help you understand enough about your money management to feel comfortable, rather than intimidating you with jargon that you do not understand.
A good teacher finds a way to reach out to their students and develops a way to build a bridge that helps them learn. We believe the same is true of a good money manager.
We can talk in the most sophisticated financial terms and we can also translate. We believe anyone can learn the important details of wealth management, if they have a patient teacher who is willing to bridge the gap.
Whether you recently were divorced, received an inheritance, were totally involved in your professional field, just found out you were named Trustee or Executor, or just didn’t care to learn about finance before, we are happy to be your advocate and to confidentially guide and help you. Call us to discuss your particular situation. 978-430-0150