CLIENT EXPERIENCE
OUR COMMITMENT TO YOU
Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with complete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done
with your best interest in mind.
WHAT YOU CAN EXPECT
Stability and Loyalty for our Clients
High-Level of Experience in Wealth Management
Evolving Expertise in Capital Markets
Agile and Resourceful Advisors
OUR PROCESS
TOGETHER, WE WILL CREATE A BLUEPRINT FOR YOUR FINANCIAL PEACE OF MIND.
Life changes, and Stonemark is your partner every step of the way. Our approach creates a financial blueprint
that is unique to you, and changes and grows with your needs. All families are unique, and designing the
right investment strategy begins with understanding a family’s goals and objectives and balancing those
goals with cash flow needs, tax implications, risk tolerance and time horizon.
LISTEN
We help you define the goals you have for your wealth as they relate to your lifestyle, family, business, and future aspirations. We translate this into a risk profile unique to your situation.
LEARN
Our team gathers, interprets, and summarizes your pertinent financial information. From this research, we create a complete financial picture for you; summarizing your balance sheet, current investments, existing estate planning strategies, tax situation and any other financial assets that impact your wealth.
UNDERSTAND
We interpret your financial picture, and identify and assess additional opportunities and strategies to help you achieve your goals. Our role is to craft the best solutions to fit your family’s needs. By understanding what structures and strategies have been put in place to accomplish goals, we can generate ideas for new strategies that can complement existing plans.
ANALYZE
We test our thinking for your strategic wealth plan by running financial models of your status quo and alternative strategies. We employ sophisticated financial planning software and incorporate Monte Carlo analysis, refining as necessary.
IMPLEMENT
Stonemark translates your overall financial strategy into an action plan that includes asset allocation and specific investment vehicles. We oversee the execution of all aspects of the plan for our clients.
ASSESS
We meet with our clients regularly to review investment performance, assess progress toward goals, and check in to hear about events and occurrences that may impact your wealth.
