Customized wealth solutions for investors
Customized investment solutions for your unique needs.
StoneX Wealth Management – protecting your investments and assets
For investors like you, our commitment is steadfast: to empower you with the support and resources to help you reach your financial goals. We do not mandate or provide incentives to representatives to recommend proprietary investment products. We give our financial professionals the tools, support, and compliance oversight they need to make financial recommendations they deem to be in your best interest.
Why choose StoneX for wealth management?
Each financial situation is unique, and we work to develop customized financial solutions for every client by getting to know their specific needs, goals, and priorities. Our team builds trust so that when complex financial decisions arise, the StoneX Wealth Management group is ready to offer quality advice and specific options.
Our clients
Access your brokerage accounts through our online access portal.
What we do
Find out what StoneX Wealth Management can do for you and your financial independence.
Client support
For more on our wealth solutions, connect with the StoneX Wealth Management team.
Wealth solutions from independent representatives
StoneX Wealth Management provides clients with access to a comprehensive suite of investment products and wealth solutions through a nationwide network of registered representatives and investment advisors. As a Registered Representative, your financial professional is required by the Financial Industry Regulatory Authority (FINRA) to affiliate with a broker/dealer to process investment transactions on your behalf.
StoneX Wealth Management uses its breadth of experience and resources to provide tools to both financial representatives and financial advisors, who are often one and the same, enabling them to offer the best possible guidance for you and your future.
Private clients – personalized wealth management services
The StoneX Wealth Management Private Client Group provides financial solutions for clients including individuals, families, businesses, and their employees. Our mission is to work with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.
- Strategic financial planning
- Estate planning & wealth transfer
- Investment planning
- Risk management & insurance planning
- Solutions for businesses
- Workplace services
- Tax advantaged financial strategies
International clients – global wealth management and advisory
The International Private Client Group offers a comprehensive suite of financial services tailored to meet the diverse needs of our global clientele. From investment advice and portfolio management to wealth structuring and estate planning services, we strive to provide personalized solutions to help our clients achieve their financial goals.
As part of a prominent global network, we are committed to delivering excellence in every aspect of our client relationships.
- Investment advice & portfolio management
- Wealth structuring & estate planning services
- Securities brokerage services
- Cash management, life insurance & lending solutions