As an investment oriented financial advisory firm, we look through our clients’ situations through an investment lens.
We work with each client to craft an investment strategy which starts with a good understanding of the purpose of their money. This purpose may be short, intermediate or longer-term in nature.
The amount of exposure to higher long-term returning assets must be balanced against your unique needs and tolerance for risk.
Who We Are
We opened our firm to provide a highly personalized yet world class financial and investment experience for our clients. It sounds trite, but our firm’s success is inextricably linked to our clients’ success.
Every client is unique. We listen very carefully to our clients’ experiences, fears, and dreams and construct a strategy that will allow them to not only to realize their dreams but also withstand the short-term ups and downs that invariably occur.
Why Stone Creek?
We communicate about expectations from a return as well as a risk perspective. We also spend time with our clients discussing subjects that may seem unimportant on the surface; however, these topics invariably end up mattering the most.
“Behind every stock is a company. Find out what it’s doing.”
"Do not commit all to one boat."
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.”
"Never depend on a single income. Make investment to create a second source."