STONEHAVEN WEALTH & TAX SOLUTIONS

Overview

Stonehaven Wealth & Tax Solutions is an independent, SEC‑registered RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, delivering financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. Stonehaven does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi‑state or related adviser according to the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices