Stonehaven Private Wealth Management offers tailored Portfolio Management, Financial Planning, & Consulting Services to individuals. We work with our clients to help them create financial plans designed to focus our client’s assets on achieving their dreams and mitigating the risk they face. Individuals face unique challenges that many people do not face who are coupled or living with families. They often need to create a safety network of trusted individuals that can help them and serve as a resource when needed.
The high demands of our world, its requirements to adapt to rapid change and very high mobility leave individuals with a lack of time and in need of back up plans to help them maintain their daily lives when they are not available to do so; whether due to travel, health issues, or other things that divert them from their normal daily routines.
At Stonehaven, we take a holistic approach to wealth management. We can manage personal investment portfolios, advise qualified participants on how to invest their 401k’s and understand the investment needs and intended purposes of trusts. Not only will we help you create a financial plan designed around your specific needs for income, growth, your tax situation, the time horizon for your investment goals, your ability to tolerate volatility/risk and your needs for liquidity; but we are also happy to serve as a financial sounding board/trusted advisor to help you manage all the complexity of your financial decisions. We are happy to help you find resources that you want so that you can quickly address your wealth management needs.
Often single individuals have responsibilities of caring for aging parents and/or friends. We have worked with clients who are dealing with these issues and we are happy to use our network to help you through the challenges. We can discuss with you a wide variety of wealth transfer/estate planning techniques and familiarize you with some of the choices you may have, but we do not draft documents and we do not practice law. Our founder is a member of the Estate Planning Council and is happy to work with your attorney implementing your plan.
Other times, individuals are single parents to children. This represents a special need to make contingency plans for those who are dependent on you and whom you would want to make careful arrangements on how your assets were managed on their behalf. Please feel free to call us 978-430-0150 and discuss your particular situation.