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Private wealth management with StoneX

Woman smiling while using a smartphone, reflecting personalized wealth management services tailored to private clients' individual needs

Preserve and build assets for the future with a sound investment plan built around your individual needs.

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Financial planning for every stage of life

Woman using a smartphone, representing StoneX Wealth Management's strategic financial planning services for every stage of life

Strategic estate and financial planning for high-net-worth individuals

Services we provide:

  • Financial planning & consulting
  • Retirement planning & consulting
  • College planning
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Customized investment planning & tailored products

Services we provide:

  • StoneX strategies
  • Third party managers & strategists
  • Lending solutions
  • Mutual funds & ETFs
  • Variable & fixed annuities
  • UITs
  • Equities and fixed income
  • Alternatives
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Estate planning & wealth transfer solutions

Services we provide:

  • Wealth management & planning
  • Trust & fiduciary

Comprehensive private wealth management services

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Tailored solutions for businesses

  • Retirement solutions
  • Succession planning
  • 401(k) services
  • Business consulting
  • Participant education
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Tax-advantaged strategies for private clients

Tax strategy is a critical aspect of financial planning. All of the vehicles, products and account types can become overwhelming, and it’s key to understand the effect taxes have on your portfolios and income needed for the future.

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Risk management & wealth protection strategies

  • Life insurance
  • Irrevocable life insurance trusts (ILITs)
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Two people in discussion, highlighting StoneX Wealth Management's Private Client Group and their personalized investment planning services

Meet our private wealth advisors

With mounting choices and volatile markets, today’s investment landscape has increased the need to define and implement an appropriate strategy that’s right for you.

Your Private Client Group financial professional can bring invaluable elements to your investment planning and management by providing direct access to a full range of investment solutions and customized portfolios, while leveraging the expertise of leading asset managers.

Meet the team
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Please submit the requested information for personalized service from one of our advisors.

  • Partnership icon
    Experience

    With a legacy spanning 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.

  • Partnership icon
    Commitment

    Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.

  • Partnership icon
    Expertise

    Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.

  • Our office

    Birmingham Office
    2 Perimeter Park South, Suite 500W
    StoneX_Icon_Phone-Filled_Dark +1 (800) 240-1438
    StoneX_Icon_Map_Dark See on map

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By submitting this form, you are sending StoneX Group Inc. and its subsidiaries your personal information to be used for marketing purposes. View our  Privacy notice  to learn more.

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.

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