We specialize in providing customized, comprehensive wealth management services to high-net-worth individuals, families and business owners.
Our goal is to provide each client with financial clarity – a clarity that allows our clients the peace of mind and the freedom to pursue their careers and personal dreams.
As a comprehensive, independent financial services firm, Stonehaven Financial Group specializes in customizing plans for your unique tax planning, estate planning, risk management and asset management needs.
Stonehaven Financial Group uses a systematic investment consulting process to determine the plan needed to keep you on track for reaching your financial goals.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance.