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We believe that our blend of independence, comprehensive wealth planning, and client-centric focus sets us apart. As an independent Registered Investment Advisor, we provide prudent, tailored advice that prioritizes each client’s unique situation and needs, free from the influence of a parent company’s agenda. Our services range from financial planning and investment management, including tax efficiency, to estate planning, allowing us to meet a broad spectrum of needs under one roof. We are dedicated to ensuring that our clients fully understand their financial strategy and are confident in the solutions we implement to achieve their long-term goals. Above all, we are committed to providing each client with the personalized attention and service they deserve, treating them as individuals, not numbers.

Independent Registered Investment Advisers (RIAs) are professional, autonomous advisory firms dedicated to providing personalized financial guidance to clients with diverse and often complex financial needs. Their independence means they are not beholden to any specific family of funds or investment products, allowing them to offer unbiased advice. As fiduciaries, they adhere to a rigorous standard of care, committed to acting in their clients' best interests at all times. RIAs are registered with either the Securities and Exchange Commission or state securities regulators, ensuring they meet stringent regulatory requirements

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A fiduciary is a trusted professional responsible for managing assets or wealth with a steadfast commitment to prioritizing the client’s best interests at all times. Financial advisors adhering to fiduciary standards are obligated to disclose any conflicts or potential conflicts to their clients both before and during the advisory relationship. They typically adhere to a strict code of ethics and provide full transparency regarding their compensation structure.

At Stone Fortress Wealth, we utilize Schwab as the custodian of client accounts and as our primary broker. Our relationship with Schwab operates at arm’s length, with no direct exchange of funds between Schwab and our firm. When your account is established with Schwab, you grant us limited trading authorization, enabling us to execute trades directly within client accounts. When clients choose to invest in Alternative Investments, their funds may be held directly with the investment manager. Stone Fortress Wealth will not have access to these funds, similar to our arrangement with Schwab. Additionally, if clients use a self-directed Retirement Account Provider for investing in Alternatives, the funds remain with the Retirement Account Custodian and are subsequently sent to the underlying alternative investment manager. In our advisory role, we never take possession of client assets.