STILLFOREST WEALTH MANAGEMENT

Overview

Stillforest Wealth Management operates as an independent registered investment adviser organized as a limited liability company and positioned to serve individual and family clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers when a client’s situation requires specialist solutions. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment posture is equity‑centric. The firm identifies a preference for exchange‑traded equities as the primary implementation vehicle and acts as a capital allocator when appropriate, directing client capital into external managers or pooled products. Stillforest is not characterized as an active ESG investor and is not presented as a multi‑state advisor in the materials provided. It also lists a law firm among its industry affiliations, indicating a closer relationship with legal service providers for estate or trust matters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices