Stone Creek Advisors, LLC

Stone Creek Advisors, LLC

金融服务

Buffalo,NY 1,360 位关注者

A Solid Rock In Turbulent Waters.

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
https://www.stonecreek-advisors.com/
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

Stone Creek Advisors, LLC员工

动态

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