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

Recent Blog Posts
Is the Weight of Your Retirement Readiness Taking You Out of the Game?
Is the Weight of Your Retirement Readiness Taking You Out of the Game?

The study shows that while more options may seem appealing at first sight, choice overload can lead to inaction

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I Knew You Were Trouble
I Knew You Were Trouble

Taylor has investing wisdom. Yes, she does. She avoided the celebrity endorsement trap. Did she know about the SEC warning in 2017 to celebrities and others using social media that encouraging the public to purchase stocks and other investments like initial coin offerings (cryptocurrency) may be an unlawful act

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Wyatt Earp – Building his American Dream
Wyatt Earp – Building his American Dream

Wyatt was interested in building his American Dream.  In pursuit of his dream, he gambled, pimped, and searched for wealth such as silver and gold.

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Thomas Jefferson, John Hancock – Who is Button Gwinnett?
Thomas Jefferson, John Hancock – Who is Button Gwinnett?

Our 4th of July holiday will be happening soon.  It kicks off our summer season and is a chance to reflect on what makes this country great. The stand that our founding fathers took when they issued the Declaration of Independence. This act was not without consequences for them. They pledged their “lives... fortunes... and scared honor.” in pursuit of their stand to create a free independent state from the tyranny of the king..

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Upcoming Events
Top 10 Most Expensive Tax Mistakes That Cost Realtors Thousands
Jan 21
First American Title
Top 10 Most Expensive Tax Mistakes That Cost Realtors Thousands
First American Title
First American Title
The American Dream Experience (In-Person)
Jan 29
The American Dream Experience (In-Person)
The American Dream Experience (Virtual)
Mar 26
The American Dream Experience (Virtual)
The American Dream Experience (In-Person)
May 14
The American Dream Experience (In-Person)