Stone Wealth Strategies believes that with tax planning and investor coaching we can empower people to achieve financial peace of mind and realize their dreams.  We provide education programs related to reducing your taxes and prudent investing of funds.

 
 

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies.

Investor Coaching

Building and preserving your personal wealth requires specialized attention. We provide guidance and coaching on how to build your wealth to achieve your dreams.

Education

We encourage all of our clients to attend our complimentary workshops to build their understanding and confidence in how to achieve the best results with their money.

 

Upcoming Events

Recent Blog Posts