Two financial professionals in a discussion, highlighting StoneX Wealth Management's commitment to empowering financial advisors with innovation

StoneX Wealth Management: Empowering financial professionals with innovation

Practice management

Gain insight from a team of specialists who focus on providing you with the best resources available for managing and growing your practice.

We provide business analysis, a library of dedicated web resources and print-ready materials, and, if needed, a fully equipped succession planning team ready to customize a solution for your individual practice.

In-house consulting team
Marketing support and PR
Business analysis and transition planning
Business financing and valuation
Succession and growth
M&A support
Recruiting

Professional using a smartphone on a rooftop, highlighting StoneX Wealth Management's support and resources for financial advisors

Service Solutions Group

This team is the backbone of your day-to-day business operations. Bringing expertise in the areas of account services, compliance, supervision and registrations, this group will work closely with you each day to keep your back office running efficiently.

Contact us

Professional working on a laptop in a private jet, illustrating StoneX Wealth Management's holistic support through the Wealth Solutions Group

Wealth Solutions Group

The StoneX Wealth Solutions Group is designed to be a holistic resource center providing seamless support and expertise for our investment professionals and the clients they serve. Composed of team members from various backgrounds within the financial services industry, our goal is to provide you with valuable product and portfolio consulting, as well as training in technologies that will help you elevate the experience and advice you provide your clients.

Learn more

Practice Solutions Group

Gain insight from a team of consultants who focus on providing you with the best resources available for managing and growing your practice. Strategize for organic growth by leveraging expertise in branding, marketing, lead generation and digital communications. Or consult with our business development professionals on business planning, practice valuation, and succession planning.

Request more information

Transition support

We understand that switching firms is a tough decision to make and that it can be a complicated process. To support you in this transition, we have a dedicated transition department that is skilled to assist you with everything from client paperwork to orienting you to the wide range of products and technology solutions.

During your transition you will be assigned a Transition Coordinator and a Regional Sales Manager as your primary points of contact. Your Transition Coordinator will choose a customized transition plan and timeline that best suits your business needs. Your coordinator will also provide information about products and platforms available to you as a valued partner.

Our experienced staff provides you with professional, accurate, and efficient customer service. We realize that transitioning between firms is a process and we are committed to providing you with continuous support, guidance and training. The transition process is just the beginning of our long-term commitment to you.

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.