Integrated financial professional platform and tools
With multiple affiliation choices, advanced technology and an array of investment services, we support independent professionals nationwide with elevating their business and meeting client needs.
Flexible affiliation options
At StoneX Wealth Management, we support financial professionals and strive to be a partner that adds value to your business.
Through flexibility in our affiliation options, you can choose the type of structure that best fits your practice today, and as your business evolves.
Advanced platforms and technology
At StoneX Wealth Management we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.
Advisory solutions, products and planning tools
Our product offering consists of a wide variety of managed products, mutual funds, ETFs, annuities, and alternative investments.
Comprehensive support, resources and digital tools for advisors
We provide support for your business that includes practice management, practice acquisitions, and succession planning. Our team of experts can partner with you to accomplish your goals.
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With a legacy spanning over 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Experience
With a legacy spanning over 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Commitment
Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.
Expertise
Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.
Our office
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. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. 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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