Solutions for Investors
Customized investment solutions for your unique needs.
It is StoneX Wealth Management's mission to protect you and your assets
For investors like you, our commitment is steadfast- to empower you with the support and resources to help you reach your financial goals. We do not mandate or provide incentives to representatives to recommend proprietary investment products. We give our financial professionals the tools, support, and compliance oversight they need to make financial recommendations they deem to be in your best interest.
Independent clients
StoneX Wealth Management provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide.
Private clients
The StoneX Wealth Management Private Client Group provides financial solutions for clients including individuals, families, businesses, and their employees. Our mission is to work with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.
- Strategic financial planning
- Estate planning & wealth transfer
- Investment planning
- Risk management & insurance planning
- Solutions for businesses
- Workplace services
- Tax advantaged financial strategies
International clients
The International Private Client Group offers a comprehensive suite of financial services tailored to meet the diverse needs of our global clientele. From investment advice and portfolio management to wealth structuring and estate planning services, we strive to provide personalized solutions to help our clients achieve their financial goals.
As part of a prominent global network, we are committed to delivering excellence in every aspect of our client relationships.
- Investment advice & portfolio management
- Wealth structuring & estate planning services
- Securities brokerage services
- Cash management, life insurance & lending solutions
The information on this web site is not an offer to sell or a solicitation of an offer to but any security, not 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. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc., StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Groups Inc. (NASAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients to the global markets ecosystem- providing them with institutional- grade market access, end-to-end clearing and execution, and high-tough 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.
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