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Wealth Management Services

Stoneway Financial, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition

Portfolio Management

After carefully considering your specific goals and needs, Jim approaches investing in a way that best fits your plan. Learn more

 

 Wealth Planning

Jim knows you work hard for your money. Learn more

 

Risk Management

Unexpected life events can derail an individual or family’s financial plan, so Jim works with a variety of insurance companies to minimize your risk.  Learn more

 

Estate Planning

After sitting down and learning what matters to you, Jim will provide advice on the best pathway to your estate goals. Learn more

 

Tax Management Strategie

With a holistic approach, Jim reviews your financial picture from multiple angles to find places that need improvement. Learn more

Estate planning can involve a complex web of tax rules and regulations. Tax laws surrounding estate-planning concepts are subject to change please consult an estate-planning attorney prior to making any financial decisions.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.