Tools and Resources

StoneX has a full array of sophisticated platform tools and resources to help you navigate in today's environment.

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Tax resources

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Tax resources

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Important disclosures

Stay informed to make confident investment decisions. Review our disclosures to understand the risks, terms, and conditions associated with our wealth management services.

Important disclosures

Any questions?

Whether you are a financial advisor, institution, or investor, learn more about StoneX Wealth Management here on the site or contact us directly.

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Glossary

StoneX Wealth Management has a full glossary available to help you understand the universe of financial terms and definitions.

Financial glossary

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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.
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.
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
+1 (800) 240-1438
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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.