Solid Foundations.

Elevated Futures.

At Stone Loft Wealth Management, we provide more than investment advice — we offer clarity, confidence, and a long-term partnership grounded in trust. As an independent fiduciary firm, we are legally and ethically committed to putting your interests first, always.

We take the time to understand what truly matters to you — your goals, your values, your family — and we build comprehensive strategies around them. Whether you're growing your wealth, preserving it, or planning a legacy for future generations, we deliver personalized guidance, proactive planning, and disciplined execution at every stage of life.

Our philosophy is rooted in simplicity, transparency, and long-term thinking. We combine deep financial expertise with best-in-class technology to help you make informed decisions, stay organized, and feel confident in your financial future.

At Stone Loft, you’re not just a client — you're a partner. We’re here to listen, to guide, and to help you navigate life’s complexities with clarity and care.

Who we are

We help people invest in what really matters to them—with clarity, confidence, and purpose.


Through one-on-one coaching, practical investment guidance, and time-tested strategies, we make investing personal and meaningful.

When you work with us, you’re not just investing to grow your money—you’re investing for something bigger. Whether it's your family, your future, or your community, we help you connect your financial goals to what’s most important in your life.

We take the time to understand your values, your dreams, and what success looks like to you. Then, we build a strategy that fits—so you can move forward with a plan that feels right and supports the life you want to live.

Transparent Fees, Aligned with Your Goals and Unlocking Your Family’s Future.

We believe in clarity and fairness when it comes to how we’re compensated. Our fee structure is simple, transparent, and based on the assets we manage on your behalf. This includes both investment management and comprehensive planning.

Fee Schedule:

  • First $5 million: 0.30%

  • Next $5 million: 0.20%

  • Above $10 million: 0.10%

This tiered structure ensures that as your assets grow, your fees become increasingly efficient—reflecting our long-term partnership and commitment to delivering enduring value.

How Can We Help?

We believe meaningful financial planning starts with a conversation. If you're ready to take the next step, or simply have a question, we're here to listen and help. Reach out anytime using the form below.