stone loft wealth management

Fiduciary Wealth Management Without the Conflicts

Families & Individuals with $5M–$50M who want thoughtful planning, low-cost portfolios, estate clarity, and a direct relationship with one advisor.

The Stone Loft Differnce

Every Part of Your Financial Picture, Coordinated

Most wealth managers collect clients. We limit them. Stone Loft works with ultra-high-net-worth families representing $200 million in assets — a practice size that makes it possible to know every client's full picture, not just their portfolio. Our process starts with understanding the why behind your financial decisions, not just the what. That depth of engagement is why our clients stay, why so many of them are women navigating complex and deeply personal financial situations, and why our planning actually holds together over time.


Our fees start at 0.30% AUM — among the lowest in the independent RIA market with the national average at .75-1%  — because the value we deliver is in the relationship, not the rate.

WHAT SETS US APART

Solid Foundations that Build Elevated Futures

  • Fee-only structure
    We earn no commissions, accept no referral fees, and sell no financial products. Our compensation comes entirely from client fees — nothing else.
  • Transparent, tiered pricing
    Our AUM fee schedule starts at 0.30% and steps down as assets grow. It's posted publicly. You don't need a meeting to see what we charge.
  • CFP-led planning
    Every client relationship is led by a Certified Financial Planner with deep roots in institutional, index-driven investment strategy.
  • Boutique attention at national scale
    We serve clients across the country while maintaining the relationship quality of a firm that knows your name, your family, and your goals.
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Solutions for Every Stage of Life

Comprehensive Wealth Management Across Every Dimension

Our firm was built on a straightforward conviction: that people managing significant wealth deserve coordinated, conflict-free advice from an advisor who understands the full picture. That means investments, estate strategy, executive compensation, tax positioning, gifting, and lending — addressed together, not in isolation.

Financial Planning

Comprehensive planning across income, taxes, goals, and risk — designed around your full picture, not just your portfolio.

Estate Planning

Trust structures, beneficiary strategy, and wealth transfer planning built to protect across generations.

Charitable Giving Planning

Annual gifting strategies, donor-advised funds, charitable trusts, and legacy giving structures coordinated with your broader estate and tax plan.

Portfolio Allocation

Low-cost, index-driven portfolio construction informed by deep fluency in institutional investment strategy — personalized to your goals and risk tolerance.

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

– Relationships Built to Last, Throughout Your Family’s Future

Transparent Fees, Aligned with Your Goals

Pricing That's Posted. Not Gated.

Most wealth management firms won't tell you what they charge until you've already sat through a consultation. We think that's backwards. Stone Loft's fee schedule is tiered, transparent, and publicly available. Our AUM rates are among the lowest in the independent RIA market — aligned with Vanguard institutional pricing and built to scale as your assets grow.


Our Fee Schedule:


  • First $5 million: 0.30%
  • Next $5 million: 0.20%
  • Above $10 million: 0.10%