Master your wealth, on your terms


Tailored strategies for the discerning investor seeking superior outcomes.

A nationwide network committed to your success

At StoneX Wealth Management, we focus on one goal: to do whatever it takes to help your independent financial professional help you. We've succeeded through a consistent dedication to service- and we look forward to servicing you through your financial professional.

Strategic estate planning & wealth transfer

Services we provide:

  • Financial planning & consulting
  • Retirement planning & consulting
  • College planning
  • Wealth management & planning
  • Trust & fiduciary

Investment Planning & Products

Services we provide:

  • Equities and Fixed Income
  • Banking Solutions
  • Strategic Portfolios
  • Discretionary Portfolio
  • Lending Solutions
  • Combine Mutual Funds & ETFs
  • Combine Variable & Fixed Annuities
  • Life Insurance & Long-term care
  • UITs
  • Alternatives

Additional services


Solutions for businesses

  • Retirement solutions
  • Succession planning
  • 401(k) services
  • Business consulting
  • Participant education

Tax advantaged financial strategies

Tax strategy is a critical aspect of financial planning. All of the vehicles, products and account types can become overwhelming, and it’s key to understand the effect taxes have on your portfolios and income needed for the future.


Risk management & insurance planning

  • Life insurance
  • Irrevocable life insurance trusts (ILIT)

Working with a StoneX representative

A StoneX representative’s expertise not only involves their related education, training and licensing requirements, it involves getting to know their clients, understanding their goals and discovering their level of comfort so that they can make investing recommendations their clients can feel good about.

As a Registered Representative, your financial professional is required by the Financial Industry Regulatory Authority (FINRA) to affiliate with a broker/dealer to process investment transactions on your behalf. Financial representatives who wish to provide investment advisory services to their clients are known as financial advisors and are required to associate with an investment adviser registered with the Securities and Exchange Commission (SEC). StoneX Wealth Management uses its breadth of expertise and resources to provide tools to both financial representatives and financial advisors, who are often one and the same, which enable them to offer the best possible guidance for you and your future.

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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