SA Stone Wealth Management Inc. provides financial advisory and investment services to individuals, families, and institutions across the United States. Its roots date back to the founding of Sterne Agee in 1983, which eventually became SA Stone. As part of the publicly traded StoneX Group, the firm leverages a global network of financial services while maintaining a focus on personalized client relationships. They offer a wide range of services including financial planning, investment management, retirement planning, insurance, and estate planning through a network of independent financial advisors.

Founded in

United States