Originally known as SA Stone Wealth Management Inc., the firm rebranded to StoneX Wealth Management Inc. in October 2020. It is a wholly-owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX), a Fortune 500 company providing financial services worldwide. The firm offers a broad range of services including financial planning, investment management, retirement planning, estate planning, and insurance solutions. Its mission is to provide clients with personalized financial strategies and independent advice through its network of financial advisors across the United States.

Founded in

United States