Stonehaven Private Wealth Management LLC provides services to individuals, families, business owners, charitable accounts, trusts, estates, ERISA Plan Sponsors, institutions, and companies.
Stonehaven’s minimum account size is $1 million dollars. However, Stonehaven Private Wealth Management LLC reserves the right to accept clients with smaller accounts. This is based on our sole discretion. The criteria we may choose to use is based on existing relationships with our clients or professionals, future earning potential, anticipated future liquidity event or anticipated additional assets, or situations where we feel our work would be appropriate. The following are some of the situations that we are happy to see if there would be a good fit. We also welcome discussions about your particular circumstances. 978-430-0150
PORTFOLIO MANAGEMENT
BUSINESS OWNERS
RETIREMENT ACCOUNTS
COMPLEX FAMILIES OF WEALTH
CHILDREN OF ULTRA WEALTH
CHARITABLE TRUSTS
FOUNDATIONS
ENDOWMENTS
ERISA PLAN SPONSORS
ESTATES
TRUSTS
EXCESS CORPORATE CASH/ACQUISITION WAR CHESTS, BUY-OUT HOLD BACKS
CREDIT UNIONS