We care. We mean it. We really do care. Here at Stone Creek, we believe our personalized approach to asset management is a cornerstone of the longevity of maintaining our service relationships with our clients. Leveraging our long-term experience with Bernstein and the West Point Investment Committee, we fulfilled a dream of opening an investment management firm to serve private clients in a very personal way. The Stone Creek Group is a discretionary investment firm built upon the same investment philosophies the West Point Investment Committee uses to manage the West Point Association of Graduates endowment. At Stone Creek, we provide highly customized financial advisory services that transcend clients’ liquid assets. Our mission is to help you make the impact you desire personally and philanthropically. We work with each client to develop a comprehensive understanding of their unique lifestyle and planning needs. With over 30 years industry experience, The Stone Creek Group offers a breadth of tailored advice to suit each individual’s long-term vision.
Who we are
We opened our firm to provide a highly personalized, world class financial and investment experience for our clients. It sounds trite, but our firm’s success is inextricably linked to our clients’ success. Stone Creek chooses to focus on our proven track record of successful investment strategies that combine our expertise with our broad knowledge base in several areas of wealth management. The Stone Creek pinwheel is based on the four pillars of our firm’s foundation: Faith, Family, Meaningful Work and Community Involvement. Focusing on these four pillars keeps our interests aligned with our clients’ interests and ensures all of us are on a mission of creating a lasting legacy.
DUTY. HONOR. FAMILY.
These 3 tenets truly exemplify who we are and why we are different.
We opened our firm to provide a highly personalized, world class financial and investment experience for our clients. It sounds trite, but our firm’s success is inextricably linked to our clients’ success. Stone Creek chooses to focus on our proven track record of successful investment strategies that combine our expertise with our broad knowledge base in several areas of wealth management.
Duty. Honor. Family. These 3 tenets truly exemplify who we are and why we are different.
Duty is our responsibility our to our clients. We believe we have a deeper commitment to our clients on every level of asset management.
Honor John Robb, our company founder, is a United States Military Academy West Point graduate. The West Point Cadet Honor Code statement, “A cadet will not lie, cheat, steal, or tolerate those who do.” This statement is the hallmark of what Stone Creek Group owes our clients, business associates, and the community. Our decisions, meetings, and procedures are all based on what is right for the client. At Stone Creek we believe that honor in the financial world is one of the most important things we owe our customers. Our clients honor us by allowing us to manage their assets that often have taken decades to accumulate. We honor them by ensuring that our decision-making process ALWAYS ensures that this trust is never violated. We strive to be one of the most ethical firms in the industry.
Family is one of the most significant accomplishments of our lifetimes. Our clients work tirelessly to ensure their families are taken care of in the future with the expectation assets they work so hard for today will take care of their families in the future. We appreciate this and work to ensure we understand the individual intricacies each family have. On the surface families blessed with wealth might seem similar, but in truth each family’s financial picture is unique. Some families have inherited wealth, some families have earned every dollar socked in the bank, and some families don’t know where to begin. Each client and their family deserves a fiduciary minded wealth manager who will take the time to learn about their situation and customize a plan for their specific near term and the long term needs. Our goal is to ensure that wealth is not a source of stress or a burden on current and future relationships within the family structure.