Leverage professional guidance for multiple investment types and strategies

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Work directly with StoneX financial professionals for investment management and broker-assisted trading strategies.

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Tailor your path to financial independence with confidence

Explore investment and financial planning solutions for individuals, families, and businesses through StoneX’s wealth management division. StoneX Wealth Management Private Client Group works directly with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.

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Investment and financial planning
Expert wealth planning

Wealth planning for every stage of life

From retirement planning to 401(k) services, portfolio creation and higher education, StoneX Wealth Management supports you every step of the way.

  • Strategic financial planning
  • Estate planning & wealth transfer
  • Investment planning
  • Risk management & insurance planning
  • Solutions for businesses
  • Workplace services
  • Tax-advantaged financial strategies
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Tailored financial solutions. One trusted partner.

At StoneX Wealth Management, we understand that every financial situation is unique. That’s why our team develops customized financial solutions for every client by getting to know your specific needs, goals, and priorities. We build trust so that when complex financial decisions arise, we’re ready to offer the best-in-class guidance when you need it most.

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Tailored financial solutions

Powered by StoneX

We leverage the global resources and reach of our parent company, StoneX, a Fortune 100 financial services network (NASDAQ:SNEX). Our relentless focus on helping our clients accomplish their goals has enabled us to build deeply valued, long-term relationships based on guidance, integrity, transparency and trust.

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Explore the world of futures trading with a professional by your side.

Discover a new standard in broker-assisted futures trading through our futures trading division at StoneX. With a StoneX Futures account, you dictate the relationship with your broker. Our experienced team of futures brokers is available to work with you at your desired level of service, from trade idea to execution.

From keeping an unwavering eye on risk to leveraging the size and financial stability of StoneX, your broker will serve as an advocate who’s in tune with your specific trading needs and objectives. If you're looking for a transparent, efficient, and personalized broker-assisted futures trading experience, then a StoneX Futures account may be the solution for you.

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Why choose broker-assisted futures trading?

There are many reasons why we’re a partner of choice for thousands of traders around the world - from high-touch support to handling the most complex trades, our futures brokers can take your trading to the next level.

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Complex trade execution

Traders can benefit from an experienced futures broker to execute complex, multi-stage trades.

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Trade opportunities

Evaluate trading ideas, entries or exit points with a financial professional to maximize your potential.

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New trader assistance

If you’re new to trading or just need a refresher, our brokers are ready to assist you.

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High-touch support

If you prefer leveraging high-touch relationships and quality support, look no further.

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Interested in working with a financial professional?

Take control of your financial independence with the assistance of our experienced wealth managers and futures brokers.

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FAQ

What is wealth management?

Wealth management is a financial service that involves managing financial resources to achieve specific, long-term goals such as sustaining and growing assets. It encompasses a broad range of services and strategies, including investment management, retirement planning, estate planning and risk management.

A wealth manager will typically work closely with their client to develop a comprehensive, customized financial plan that considers their current financial situation, investment goals, risk tolerance and other critical factors to devise the best strategy. They work to implement and monitor this plan over time, and adjust as necessary to ensure that the client remains on track to meet their goals.

Why do I need a wealth manager?

Wealth management is a comprehensive approach to financial planning that can help individuals achieve their financial goals, build and protect their wealth and enjoy greater financial security and peace of mind.

If you’re interested in reaching your goals for financial independence, reach out to StoneX Wealth Management today.

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To learn more about how our customized financial solutions can help you stay one step ahead in the global markets, contact our team today.

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If you're an existing customer, please direct any inquiries to your StoneX sales team.

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It is important that you know the companies you deal with at StoneX.

Wealth management services are offered through StoneX Wealth Management, a trade name used by SA Stone Wealth Management Inc. and SA Stone Investment Advisors Inc. Securities products are offered through SA Stone Wealth Management Inc., member FINRA/SIPC. Investment advisory services are offered through SA Stone Investment Advisors Inc. SA Stone Wealth Management Inc. and SA Stone Investment Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc.

You can learn more about the background of SA Stone Wealth Management Inc. on Brokercheck.

Futures trading is offered through StoneX Financial Inc. (“SFI”) is a member of FINRA/NFA/SIPC and registered with the MSRB. SFI does business as Daniels Trading/Top Third/Futures Online. SFI is registered with the U.S. Securities and Exchange Commission (“SEC”) as a Broker-Dealer and with the CFTC as a Futures Commission Merchant and Commodity Trading Adviser.