Stone Wealth Strategies is an independent financial services firm based in California. Founded on principles of trust, integrity, and personalized service, the firm provides comprehensive wealth management and financial planning. They specialize in creating customized strategies for clients covering investment management, retirement planning, risk management, and estate planning. The firm operates through LPL Financial, a registered investment advisor, to offer securities and advisory services, leveraging the resources of a large national firm while maintaining a client-focused, independent approach.

Founded in

United States