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How does the advisor help clients – Key Takeaways:
STONECREEK WEALTH ADVISORS, a leading financial advisory firm, specializes in providing high-quality and personalized financial advice to clients. With a team of experienced and knowledgeable advisors, the firm has been able to effectively help its clients achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about STONECREEK WEALTH ADVISORS:
- Assets Under Management: As of 2021, STONECREEK WEALTH ADVISORS manages approximately $500 million in assets.
- Number of Advisors: The firm has a team of 10 highly qualified and experienced advisors who work closely with clients to develop customized financial plans and strategies.
- Time in Business: STONECREEK WEALTH ADVISORS was founded in 2005 and has been in business for over 15 years, building a strong reputation in the financial industry.
Financial Services Offered
STONECREEK WEALTH ADVISORS offers a wide range of financial services to help clients effectively manage their wealth and achieve their financial goals. Some of the services offered include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Education planning
- Insurance and risk management
Client Types
The firm serves a diverse group of clients, including individuals, families, and small businesses. STONECREEK WEALTH ADVISORS believes in building long-term relationships with its clients and providing personalized financial advice tailored to their specific needs and goals.
Fees & Compensation
STONECREEK WEALTH ADVISORS operates on a fee-only structure, meaning the firm does not earn commissions or receive any compensation from third parties. This allows the firm to provide impartial and unbiased advice to clients without any conflicts of interest. The fees are based on a percentage of assets under management, ensuring that the firm’s success is directly aligned with the success of its clients.
Background
The team at STONECREEK WEALTH ADVISORS has a combined experience of over 50 years in the financial industry. The firm’s advisors hold various professional certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®).
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, STONECREEK WEALTH ADVISORS believes in transparency and disclosure. Here are some important disclosures to know:
- The firm acts as a fiduciary, meaning they are legally obligated to always act in the best interest of their clients.
- The firm may receive compensation from other financial services companies if clients choose to use their products or services.
- The firm may also receive compensation for referring clients to certain third-party professionals, such as attorneys or accountants.
- The firm’s advisors do not have any disciplinary actions or conflicts of interest on record.