Stone Tower Wealth Advisors

Overview

Stone Tower Wealth Advisors is a privately held limited liability company that provides fee-based advisory services to individuals and small businesses. The firm is owned by an individual and structures client fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core service lines listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm identifies as an active ESG investor, and its operating model does not list it as a capital allocator. That suggests Stone Tower places client assets into external strategies rather than running an in-house fund platform. Classification data is unclassified and the firm does not present itself as a multi-state advisory enterprise.

Investments & Alternatives

Location & Offices