Value Added Services

"We are more than just a money manager"

Money weaves a tangled web throughout life and we endeavor to run interference for our clients when possible. We often act as a liaison to attorneys, CPAs and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term results. What we believe makes our firm unique is our value-added services and ability to advise and assist on the many other financial issues and dilemmas that are part of life. Below are some of the value-added services that we offer our clients.

Investment Updates


As another year comes to a close, thank you to all of our clients and friends fo...


Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC.

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Company Details

8151 Peters Road
Suite 3200
Plantation, FL 33324

Toll Free 1-800-741-2004

T: 954-289-9000
F: 954-289-9100