Our Services

PERSONAL INVESTMENT SERVICES

  • Portfolio Analysis
  • Development of Personalized Investment Strategies
  • Retirement Income Planning
  • Performance Monitoring and Reporting
  • Asset Allocation Profiling
  • College and Estate Planning Strategies
  • Mutual Funds, Stocks, Bonds, and Unit Investment Trusts (UITs)
  • Exchange Traded Funds, Index Shares, and Options

 

INSURANCE SERVICES*

  • Fixed and Variable Annuities
  • Variable Universal Life Insurance
  • Whole, Term, and Universal Life Insurance
  • Long Term Care Insurance

 

PROFESSIONAL MONEY MANAGEMENT SERVICES**

  • Access to Premier Institutional Money Managers
  • Performance Reporting

 

SMALL BUSINESS SERVICES

  • Employee Retention Strategies
  • 403(b), 401(k) Plans
  • SIMPLE Plans, Pension Plans
  • Non-Qualified Plans

 

*Insurance/annuity products are made available through third party insurance companies unaffiliated with SA Stone Wealth Management Inc.
**Money Management Services are offered through SA Stone Investment Advisors Inc. an SEC registered investment advisory firm.