Leverage professional guidance for multiple investment types and strategies
Work directly with StoneX financial professionals for investment management and broker-assisted trading strategies.
Tailor your path to financial independence with confidence
Explore investment and financial planning solutions for individuals, families, and businesses through StoneX’s wealth management division. StoneX Wealth Management Private Client Group works directly with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.
Wealth planning for every stage of life
From retirement planning to 401(k) services, portfolio creation and higher education, StoneX Wealth Management supports you every step of the way.
- Strategic financial planning
- Estate planning & wealth transfer
- Investment planning
- Risk management & insurance planning
- Solutions for businesses
- Workplace services
- Tax-advantaged financial strategies
Tailored financial solutions. One trusted partner.
At StoneX Wealth Management, we understand that every financial situation is unique. That’s why our team develops customized financial solutions for every client by getting to know your specific needs, goals, and priorities. We build trust so that when complex financial decisions arise, we’re ready to offer the best-in-class guidance when you need it most.
Powered by StoneX
We leverage the global resources and reach of our parent company, StoneX, a Fortune 100 financial services network (NASDAQ:SNEX). Our relentless focus on helping our clients accomplish their goals has enabled us to build deeply valued, long-term relationships based on guidance, integrity, transparency and trust.
Explore the world of futures trading with a professional by your side.
Discover a new standard in broker-assisted futures trading through our futures trading division at StoneX. With a StoneX Futures account, you dictate the relationship with your broker. Our experienced team of futures brokers is available to work with you at your desired level of service, from trade idea to execution.
From keeping an unwavering eye on risk to leveraging the size and financial stability of StoneX, your broker will serve as an advocate who’s in tune with your specific trading needs and objectives. If you're looking for a transparent, efficient, and personalized broker-assisted futures trading experience, then a StoneX Futures account may be the solution for you.
Why choose broker-assisted futures trading?
There are many reasons why we’re a partner of choice for thousands of traders around the world - from high-touch support to handling the most complex trades, our futures brokers can take your trading to the next level.
FAQ
Why do I need a wealth manager?
Wealth management is a comprehensive approach to financial planning that can help individuals achieve their financial goals, build and protect their wealth and enjoy greater financial security and peace of mind.
If you’re interested in reaching your goals for financial independence, reach out to StoneX Wealth Management today.
What is wealth management?
Wealth management is a financial service that involves managing financial resources to achieve specific, long-term goals such as sustaining and growing assets. It encompasses a broad range of services and strategies, including investment management, retirement planning, estate planning and risk management.
A wealth manager will typically work closely with their client to develop a comprehensive, customized financial plan that considers their current financial situation, investment goals, risk tolerance and other critical factors to devise the best strategy. They work to implement and monitor this plan over time, and adjust as necessary to ensure that the client remains on track to meet their goals.
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.
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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.
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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.
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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.
© 2024 StoneX Group Inc. all rights reserved.
The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer.
This website is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures.
No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.
It is important that you know the companies you deal with at StoneX.
Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc.
You can learn more about the background of StoneX Securities Inc. on Brokercheck.
Futures trading is offered through StoneX Financial Inc. (“SFI”) is a member of FINRA/NFA/SIPC and registered with the MSRB. SFI does business as Daniels Trading/Top Third/Futures Online. SFI is registered with the U.S. Securities and Exchange Commission (“SEC”) as a Broker-Dealer and with the CFTC as a Futures Commission Merchant and Commodity Trading Adviser.
StoneX Financial Pte. Ltd. ("SFP") (Co. Reg. No 201130598R) is regulated by Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS100476) for Dealing in Securities, Collective Investment Schemes, Exchange-Traded Derivatives Contracts, Over-the-Counter Derivatives Contracts, and Spot Foreign Exchange Contracts for the Purposes of Leveraged Foreign Exchange Trading, is an Exempt Financial Advisor under the Financial Advisors Act 2001, and is a Major Payments Institution (PS20200625) under the Payment Services Act 2019 for Cross Border Money Transfers.
StoneX Financial (HK) Limited ("SHK") (CE No.: BCQ152) is regulated by the Hong Kong Securities and Futures Commission for Dealing in Securities and Dealing in Futures Contracts.
SFP acts as an appointed agent for SFL's payment services business.