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StackStone Wealth

EST. AUM
$1,493,121,051

CONTACTS

CLIENT ACCOUNTS
7,944

Firm Details

Metro area Cedar Rapids
CRD Number 342692
Website stackstone-wealth.com
Client types

Overview

StackStone Wealth, LLC is an independent registered investment adviser headquartered in Dubuque, Iowa, with additional offices in Wisconsin, Illinois, and Michigan. Operating under a strict fiduciary standard, the firm provides comprehensive wealth management, retirement planning, and investment advisory services to individuals, families, and business owners throughout the Midwest. Led by an experienced team of advisors, StackStone emphasizes personalized financial planning and long-term client relationships while maintaining an independent, open-architecture investment platform supported by tru Independence and Charles Schwab & Co. Its investment philosophy focuses on disciplined, globally diversified portfolio construction using individual equities, fixed-income securities, and exchange-traded funds to help clients preserve and grow wealth over time.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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