Stonehaven Private Wealth Management offers tailored Portfolio Management, Financial Planning, & Consulting Services for individuals, trusts, endowments, foundations, charitable entities, institutions, corporations, ERISA, IRA rollovers and other retirement plans, acquisition war chests, and for a broad variety of unique investment needs.
We do not try to make our client’s needs fit our preconceived idea of products, but rather, we listen to our clients and endeavor to craft what they need. We take a holistic approach to wealth management by combining our portfolio management with our financial planning and consulting services.
Our worlds have become so fast pace that many clients find it onerous to keep up with the demands it places on them to understand abroad variety of financial disciplines. At Stonehaven, we seek to simplify our client’s lives by facilitating the process of attaining prudent answers to a broad variety of their questions.
It is our hope that whenever our clients have a financial questions, change in their lives, need to make an important decision, have a new goal they hope to achieve or encounter a new project which demands their attention, we will become a great resource for being pro-active and quickly addressing their needs for financial advice. We encourage our clients to share what is on their mind, rather than treating them like their inquiries are an inconvenience.
We are also happy to educate our clients on a wide variety of financial topics. We embrace curious minds and believe that the more our clients understand, the more they will value what we do for them.
We never think a question is a stupid one…it is the way people learn the fastest. For those with even the most limited financial experience we are happy to help. We are adept at finding ways to explain complex financial topics in ways that help our clients learn more easily.
We have found even highly successful industry leaders, often have no experience in money management because of the demands on their time. This can be a serious concern when they are selling out businesses and have the daunting task of knowing, who to trust with the management of their life’s work. It is our hope that clients will turn to us for this honored role of trust. We will work hard to deserve the confidence you place in us.
Stonehaven also provides custom teaching seminars tailored to the specific needs of clients, either one on one, families, small groups and large audiences.
For additional detail, please refer to the Portfolio Management and the Financial Planning/Consulting tabs or feel free to call us 978-430-0150 and discuss your particular situation. We are happy to entertain any projects for which you may want to seek our professional services.