Stonewater Wealth Management, Inc. is an independent, fee-only Registered Investment Advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm was formed through the merger of two established financial firms, The Lane Group, Inc. and Legacy Financial, Inc. Their stated mission is to provide clients with peace of mind by unifying their financial lives through holistic services that include financial planning, investment management, retirement planning, and tax and estate planning.

Founded in

United States