Wealth Management
Unlock the door to financial independence with StoneX Wealth Management. Our dedicated wealth managers and financial professionals are your partners in prosperity, offering personalized investment advice and strategies for your unique financial situation and steadfast support.
StoneX Wealth Management by the numbers
500+
Affiliated financial professionals
50
Licensed and registered in all 50 states
$16B+
Assets under management
97K+
Investment clients
A wealth management firm dedicated to your success
At StoneX Wealth Management, a representative’s expertise not only involves their related education, training and licensing requirements; it’s about understanding your specific needs and goals. Whether you’re seeking a tax advisor, estate management or retirement planning from a financial advisor, our priority is providing tailored guidance for your financial situation that helps you reach your potential.
Investment advisory services offered:
- Wealth and estate management
- Managed portfolios
- Retirement and college planning
- Brokerage services
- Lending solutions
- Life insurance and annuities
Personalized investment advisory services
StoneX Wealth Management's commitment to you
StoneX Wealth Management offers specialized expertise to both international and domestic investors through our extensive network of independent financial professionals and private client groups’ representatives. With a legacy spanning 100 years in the industry, our network of advisors offers an extensive array of wealth advisory services and cutting-edge tools designed to not only build and safeguard your wealth but also to ensure your financial well-being.
We pride ourselves on offering the highest level of service, including retirement planning, tax planning, investment strategy and more to ensure the best possible outcomes for our clients.
Whether you're planning for the future, navigating complex financial decisions, or simply seeking peace of mind, a wealth manager can provide you with the seasoned guidance and personalized wealth management and investment services you deserve.
Professional financial services for your business
At StoneX Wealth Management, we understand that your practice is unique, and our wealth management team is dedicated to being a strategic partner that enhances your business at every turn. With our versatile affiliation options, you're empowered to select the structure that aligns best with your practice and your clients' financial goals. Whether today or as your business grows, count on StoneX Wealth Management to support your journey with unwavering flexibility and value-driven collaboration.
Power your investment strategy: Tools and support for investors and financial professionals
Whether you’re a registered investment advisor or a client managing personal accounts, gain insights with our latest market commentary, utilize our diverse range of calculators and knowledge base to make informed decisions, stay ahead with tax calendars and resources, and find answers to common questions through our FAQs and glossary.
Wealth management services - our mission
For investors like you, our mission remains the same – to provide our financial advisors with the support and wealth investment services they need to enhance the service they can provide to you. We do not mandate or provide incentives to representatives to recommend proprietary investment products. We give them the tools, support, and compliance oversight they need to make financial recommendations and investment strategies they deem to be in your best interest.
Why choose StoneX Wealth Management as a wealth financial advisor?
Whether your business model is traditional brokerage, advisory or hybrid, we are committed to providing you with a flexible and customizable work environment with the highest level of support and assistance. Access to multiple affiliation choices enables advisors to customize their level of support, services, fees and payouts to fit with how they wish to serve their clients.
FAQs
How can StoneX’s personalized wealth management services benefit me?
With over a century of expertise and a nationwide network of over 500 financial professionals, we are a leading provider of personalized strategies and related services for both investors and financial professionals alike.
Powering your investment strategies with our team can help you reach your financial goals. Whether you’re interested in college planning, brokerage services, a tax professional, a certified financial planner, estate management, life insurance and annuities, our team has you covered. We serve a diverse client base of 97,000 investors which include independent, private and international clients. For financial professionals, we offer advanced technology, multiple affiliation choices that provide a tailored approach to achieving your business objectives.
What makes StoneX Wealth’s advisory and wealth management firms stand out?
We understand that every situation is completely unique. That’s why we work together with you as a true partner to develop customized financial solutions by getting to know your specific needs, goals, and priorities. Our team builds trust so that when complex financial decisions arise, we’re prepared to offer quality investment advice and specific options that safeguard your wealth and ensure future performance is aligned with your goals.
How does StoneX integrate strategic financial and tax planning into wealth management?
Tax strategies can help minimize tax liabilities over an individual's life. Our approach incorporates estate planning and ensuring your financial plans align with your needs. Continuous reviews and adjustments to these strategies with changing market conditions and tax laws provides you with a dynamic wealth solution.
What wealth management solutions does StoneX offer to protect assets during volatility?
Our team offers a range of solutions designed to protect your assets during periods of market volatility. This approach typically will combine diversification strategies with risk management tools to help preserve your wealth, even during uncertain times.
As an example, a balanced portfolio that includes a mix of asset classes, such as stocks, bonds, and alternative investments, can help spread risk across different market sectors and not concentrate exclusively in one asset class. During volatile periods, it's typical for some types of assets to underperform, while others remain stable or even gain in value, so it's important to keep the portfolio stabilized.
How can StoneX Wealth help with succession and private wealth solutions for families?
High-net-worth individuals benefit from an integrated approach for managing their financial needs. We offer comprehensive succession and private wealth solutions tailored to meet the unique requirements of our clients. We have a fully equipped succession planning team ready to customize a solution for you. Our approach focuses on preserving and transferring wealth across generations. We work closely with families to develop strategies that ensure a smooth transition of businesses and assets and navigate the intricate legal and financial aspects of wealth transfer, such as estate planning, which includes the creation of wills and trusts to manage assets for generations to come.
Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.
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GlobalityWith access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.
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TransparencyAs a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.
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ExpertiseFrom our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.
The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.
You can learn more about the background of StoneX Securities Inc. on Broker Check.
All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.
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