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Wealth management solutions and support for financial professionals

Person standing on a cliff at sunset, symbolizing StoneX Wealth Management's comprehensive solutions and support for financial professionals
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StoneX Wealth Management has developed a comprehensive offering of advisory and product solutions for you.

StoneX Wealth Management's Market Update and Commentary, highlighting their wealth solutions team and market intelligence services

Market Intelligence

We keep you informed with routine publications, webinars, timely market updates and third-party research.

  • Market Updates and Commentary
  • Market Webinars
  • Strategy Collateral
  • Third-Party Research
Product and Advisory Solution Adivisory

Portfolio Management

Through our investment advisory services, StoneX Wealth Management makes available multiple asset strategies including equity and alternative strategies. We also provide multiple trade and portfolio updates.

  • Multi-asset
  • Equity and alternative strategies
  • Alternative strategies

We also provide multiple trade and portfolio updates as a part of our comprehensive services for wealth managers.

Professional standing outside a building, highlighting StoneX Wealth Management's comprehensive investment solutions for wealth managers

Investment Solutions

Every investment strategy is different, which is why we provide comprehensive investment solutions for wealth managers.

Our brokerage and advisory solutions consist of:

  • Stocks, Bonds and Funds
  • Third Party Managers
  • Proprietary Managers

Also available for both brokerage and advisory solutions for wealth managers are:

  • Structured products
  • Annuities
  • Alternative Investments
Financial data on a screen, highlighting StoneX Wealth Management's platform expertise and partnerships for wealth management and planning

Platform Expertise

We understand that finding the right wealth management platform for advisors is key. Our platform partners on the investment side include Envestnet, CAIS, Crystal Capital Partners, First Trust, Luma, and many annuity providers. Our planning partners include RightCapital, MoneyGuide Pro, Moneytree, NaviPlan and eMoney.

  • Next generation training
  • Client comparison
  • Client conversions

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More solutions for financial advisors

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Lending

Through our integrated partnerships gain access to multiple banking and lending products.

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IBM-security
Protection

Add to the services you provide with our variety of annuities, long-term care coverage, and life and disability insurance products.

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Operations--record
Technology

Access top tools for selecting the right products for your clients. These tools simplify tough decisions for financial professionals, especially amidst regulatory changes.

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Search--locate
Research

Gain access to top research providers like Zack’s, Argus, S&P, and Envestnet Strategists for high-quality, unbiased research and data on equities, fixed income, alternative strategies, and investment advisory.

Practice operation & resources

  • Building your digital brand
  • Streamlining your workflows
  • Optimizing technology
  • Continuity & succession support
  • Peer-to-peer engagement groups
  • Grow through acquisition
Two people reviewing financial documents, highlighting StoneX Wealth Management's advisory solutions, products, and support services for advisors
Support services
  • Advanced tech stack configurations
  • Support from our CIO and investment team
  • Market intelligence, research, media
  • Multi-clearing centralized with Envestnet
  • Customized dashboard with Salesforce
  • Digital account opening
  • Multiple planning software packages
  • Peer-to-peer community for best practices

The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

©StoneX 2024. All rights reserved.