Master your wealth, on your terms
Tailored strategies for the discerning investor seeking superior outcomes.
A nationwide network committed to your success
At StoneX Wealth Management, we focus on one goal: to do whatever it takes to help your independent financial professional help you. We've succeeded through a consistent dedication to service, and we look forward to servicing you through your financial professional.
Strategic estate planning & wealth transfer
Services we provide:
- Financial planning & consulting
- Retirement planning & consulting
- College planning
- Wealth management & planning
- Trust & fiduciary
Investment planning & products
Services we provide:
- Equities and fixed income
- Banking solutions
- Strategic portfolios
- Discretionary portfolio
- Lending solutions
- Mutual funds & ETFs
- Variable & fixed annuities
- Life insurance & long-term care
- UITs
- Alternatives
Working with a StoneX representative
A StoneX representative’s expertise not only involves their related education, training and licensing requirements. It involves getting to know their clients, understanding their goals and discovering their level of comfort so that they can make investing recommendations their clients can feel good about.
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. Financial representatives who wish to provide investment advisory services to their clients are known as financial advisors and are required to associate with an investment adviser registered with the Securities and Exchange Commission (SEC). 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, which enable them to offer the best possible guidance for you and your future.
Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.
-
GlobalityWith access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.
-
TransparencyAs a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.
-
ExpertiseFrom our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.
The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.
You can learn more about the background of StoneX Securities Inc. on Broker Check.
All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.
©StoneX 2024. All rights reserved.