Have you recently heard from your advisor? At Stone Creek, we pride ourselves on truly understanding our clients and maintaining consistent communication with them because life is unpredictable. Reach out to us today to experience the Stone Creek difference. Call us at 716-247-4448. #wealthmanagement #clientservice #financialadvisor #fiduciary #riskmanagement #financialadvisory #investmentadvisor #investing
关于我们
The world has fundamentally changed. Having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe that building a solid financial plan is the most important step toward navigating today’s rapidly changing economic cycles and successfully reaching your objectives. Our partnership was formed through a shared vision of a customized investment experience—one that fulfills our clients’ unique needs, goals, and aspirations for their legacy. We take a collaborative approach to wealth management that’s rooted in data. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. We build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning. Collectively, we have over 50 years of diversified experience in research, investing, portfolio and risk management, and client servicing. As a fee-only fiduciary advisor we put clients’ interests above our own. We do not have our own proprietary funds which allows us flexibility in how we allocate money, providing best-in-class solutions that align with the current environment. By truly getting to know our clients, we combine market data with a deep understanding of their goals to create meaningful outcomes for the lives they envision. Interested in learning more or a second opinion on your portfolio? Book a complimentary appointment: https://outlook.office365.com/owa/calendar/[email protected]/bookings/ Areas of Expertise: Strategic planning: Tax Considerations, Income & Withdrawal Strategies, College Savings, Cash Flow & Budgeting, Charitable Giving, Estate Planning, Insurance Needs & Evaluation Portfolio Management: Investment Selection, Risk Tolerance, Asset Allocation, Portfolio Monitoring, Asset/Liability Matching, Goal Monitoring, Outside Asset Review
- 网站
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https://www.stonecreek-advisors.com/
Stone Creek Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Buffalo,NY
- 类型
- 合营企业
- 创立
- 2022
- 领域
- Investment Management、Wealth Management、Asset Management、Asset Allocation、Active Asset Allocation、Financial Planning、Retirement Planning、Portfolio Management、Strategic Planning、Portfolio Monitoring、Tactical Asset Allocation、Insurance Auditing、Charitable Giving、Cashflow and Budgeting和fiduciary
地点
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主要
US,NY,Buffalo
Stone Creek Advisors, LLC员工
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John Jay Jones
Asset Protection: I help people from 18-80 how to protect their assets and create the beginning of or the continuation of family legacy wealth
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Kasey Wopperer
Stone Creek Advisors Co-Founder & Chief Investment Officer
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Jonathan Domino
Vice President/Investment Advisor at Stone Creek Advisors, LLC
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Peter C. Borello, CFA
Director of Investments and Partner at Stone Creek Advisors, LLC
动态
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We are thrilled to welcome Jonathan Domino as our new Vice President/Investment Advisor. Jon brings a wealth of experience and a unique perspective to our team. In his own words: “I joined Stone Creek Advisors because of their unparalleled story and investment strategy. In these uncertain times, Stone Creek has demonstrated the ability to provide unmatched service to their clients while utilizing their strong research and data-driven approach to understanding current market trends. I am truly looking forward to connecting with our clients, as well as the Buffalo community, and being a part of achieving their financial goals.” We believe Jon will be a tremendous asset and a vital resource for our clients. Please join us in welcoming him to the Stone Creek family. We can’t wait to grow together! #Welcome #NewTeamMember #InvestmentAdvisor #StoneCreekAdvisors #BuffaloCommunity #buffalony #buffalosmallbusiness
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While short-term gains can often be attributed to luck, long-term success depends on effective risk management.(Sponsored Content by Stone Creek Advisors, LLC)
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In honor of tonight’s Buffalo Bills game, we’re excited to share some highlights from our favorite day of the year—Billsmas! ???? It happens the day before the season opener every year and has grown over time to include friends, neighbors, family, and now Stone Creek family. Marc D Bernstein describes it perfectly: “As a Jewish guy who doesn't celebrate Christmas, the Bills home opener weekend, including my now annual day-before Corn Hole Tournament, is my favorite time of the year.” This year, we had 23 cornhole teams and debuted our own Stone Creek Advisors, LLC cornhole boards! A huge shoutout to our champions, Jonathan Domino and Brian Pawlik—wear those belts proudly! ?? Let’s go Buffalo! #Buffalo #BuffaloNY #WNY #BUFFALOBILLS #BillsMafia #buffalosmallbusiness #financialadvisor #wealthmanagement
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??Join Us for an Exclusive Evening! ?? ? We have a few spots remaining for our client seminar and would love to open the invitation to our community. ? Please join us for an engaging evening of dinner, drinks, and discussion as we delve into navigating risks and seizing investment opportunities in today's rapidly changing world. ? Location: Templeton Landing Time: 6-8 PM ? RSVP now to secure your seat:? https://lnkd.in/eTVRXqH7 ? #StoneCreekAdvisors #ClientSeminar #NetworkingEvent #DinnerAndDiscussion #financialadvisor #wealthadvisor
Stone Creek Advisors Client Seminar | September 26, 2024
eventcreate.com
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Check out our latest article in Buffalo Business First: Investing Beyond Luck, Hype, and Hope Chasing recent top performers can be tempting, but remember: past performance doesn’t guarantee future results. Investing isn’t a game of luck—long-term success hinges on effective risk management. Here’s why risk-adjusted returns matter: -->Risk vs. Reward: High returns often come with higher risks. Evaluate returns relative to risk to avoid costly pitfalls. -->Avoiding Luck: Don’t mistake short-term gains for skill. Sustainable investing requires a systematic approach and understanding of risks. -->Diversification is Key: Spread investments across uncorrelated assets to mitigate risks and achieve stable returns. -->Active Management: Regularly review and adjust your portfolio based on risk-adjusted metrics to stay on track with your goals. Remember, investing isn’t just about what you make—it’s about what you keep. Prioritizing risk-adjusted returns helps you build a resilient, long-term portfolio. If you are concerned or unsure about how well your portfolio risk aligns with your personal risk tolerance and financial goals, Stone Creek Advisors, LLC offers complimentary portfolio reviews to provide clarity and guidance. Contact us at 716-247-4448 or e-mail us?at [email protected]?to schedule a review. #Investing #RiskManagement #FinancialGoals #Diversification #InvestmentStrategy #RiskAdjustedReturns #financialadvisor #wealthmanagement #activemanagement https://lnkd.in/ecMwXM55
Investing beyond luck, hype and hope: Advisor breaks down the risk-reward equation in financial planning - Buffalo Business First
bizjournals.com
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We're #hiring a new Senior Investment Advisor in Buffalo, New York. Apply today or share this post with your network.
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Ever wonder about the role of a financial advisor and what they can offer? This guide is designed to assist you in recognizing what to look for and how to maximize your relationship with a financial professional. (Sponsored content by Stone Creek Advisors, LLC)
Your comprehensive guide on what to expect from a financial advisor
bizjournals.com
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Had a great time this afternoon in the cafe hosting trivia for the scavenger hunt at The Plan Room. Thank you The Construction Exchange of Buffalo & WNY and Building Owners and Managers Association (BOMA) Buffalo for letting us be a sponsor at this event. We enjoyed meeting everyone and seeing this outstanding space! We cannot wait to see the finished product!
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The rapport you establish with your advisor should feel like that of a teammate, with their incentives aligned with yours. They should work to build a secure financial future for and with you, providing confidence and peace of mind. Personalized planning, investment management, retirement and tax planning, estate planning, risk management and regular reviews can make a massive difference in navigating the complexities of your financial life. If this has not been your experience, please call us at 716-247-4449 for a no-obligation analysis on your financial future. #financialadvisor #wealthmanagement #clientfirst #investmentadvisor #feeonly #fiduciary
Ever wonder about the role of a financial advisor and what they can offer? This guide is designed to assist you in recognizing what to look for and how to maximize your relationship with a financial professional. (Sponsored content by Stone Creek Advisors, LLC)
Your comprehensive guide on what to expect from a financial advisor
bizjournals.com