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Stanford Wealth Management

EST. AUM
$17,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website stanfordwm.com
Client types

Overview

Stanford Wealth Management was founded by Jim Stanford, CIMA®, and has operated for more than thirty years offering investment management, financial planning, retirement planning, and estate strategies. The firm emphasizes values of faith, family, trust, and integrity, aligning client goals with disciplined, long-term investing. They serve individuals, families, business owners, medical professionals, and aviation clients, offering personalized guidance across life stages. Their core philosophy: “protect assets first, simplify investments, and diversify across asset classes.”

Platform Details

Investment Preferences

Alternative Activity

Address

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

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