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starts with a good understanding of the purpose of their money.
This purpose may be short, intermediate or longer-term in nature.
Investment Oriented
As an investment oriented financial advisory firm, we look through our clients’ situations through an investment lens.
Investment Strategy
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.
Investment Risk
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 actually care. We mean it. We care. We care about our clients’ lives and their hard-earned assets. We never forget that they are entrusting us to manage their assets to allow them to realize their goals and live their lives.
Our interests are completely aligned with our clients. Having lived through and advised clients in good times as well as bad times, we know that having an open line of communication is critical.
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.
Our view is that money is not an end into itself. It is a medium through which we can impact the people, the community and the institutions that matter most to us. Ultimately, if we can help our clients make the impact they desire, we will be able to make an impact as well.
Investment Quotes
[teaser_dd title=’We are interested in hearing from you.’ teaser_icon=’icon-phonealt’ url=”]Please contact us to schedule a no-obligation appointment for a complimentary review of your investment or retirement portfolio. Or just give us a call at (303) 226-7370.[/teaser_dd]