Welcome to StackStone Wealth, where the art of building a strong financial future is both our passion and our craft. Our story is woven into our name—StackStone—a symbol of strength, stability, and the meticulous craft of building enduring structures, stone by stone. This same approach highlights our financial planning and investment management strategies, helps to ensure that each 'financial stone' is purposefully placed to help support and protect our clients' future.
StackStone Wealth: Shaping Your Financial Landscape, One Stone at a Time
Embracing a team approach, StackStone Wealth can work together with clients in navigating life’s financial plans. As our client, you’ll become familiar with our dedicated professionals, each bringing experience as we collectively navigate the financial complexities of your life. Together, we will deliver personalized financial planning with timely service.
The Cornerstone: Financial Planning Strategies
StackStone Wealth came up with our name from the idea of building wealth, step by step, just like stacking stones. Each decision is like a stone that adds to the stability and growth of your wealth. Let us help guide you through the intricate process of building your financial legacy, stone by stone, with the same care and precision that our name implies.
The Keystone: Investment Management Strategies
Investments and stocks are the key stones, each selected and positioned to balance the overall structure of your wealth. Whether you're focused on growth, income, or preserving capital, we help integrate your investment choices into strategies that reflect your risk tolerance and life stage. Together, we will take the important steps toward laying a solid foundation for your future. We will continue to identify the strengths and opportunities of your current situation and discuss recommendations to help you accomplish your financial goals.
Supporting Stones: Tax Planning and Protection Planning
Tax planning is a topic that is top of mind for many Ameriprise clients. According to "Pressing Questions, Ameriprise Strategic Insights," September 2022, three out of four clients are concerned about tax management. Helping clients identify tax efficiencies can help them safeguard their savings both before and in retirement. Our team at StackStone Wealth takes the time to collaborate on your financial goals. We stay up to date on the latest tax laws and regulations, helping clients plan for available deductions and credits. This may include advising on tax-efficient investments, capital gains or losses, cash flow, and optimizing retirement account contributions.
The Capstone: Estate Planning and Retirement Planning Strategies
Estate planning is one of the foundational stones that helps support the weight of future goals and the legacy you wish to leave behind. Our advisors in Dubuque, IA, Lake Geneva, WI, Marquette, MI, and Rockford, IL will work with you to help craft an estate plan that focuses on honoring your wishes and your beneficiaries are secured, offering more peace of mind that your legacy will endure. Focusing on a holistic approach, our team of financial advisors help structure finances so you can leave a legacy for your heirs or contribute to charitable causes. We will help lay the groundwork that is around for generations.
In addition, retirement planning is the capstone of our working relationship. As you look towards retirement, think of our team as a brick layer, placing each stone to help you plan to support your future vision. Whether you are decades away or just around the corner from retirement, we can help create a plan to enjoy your retirement years with more confidence.
StackStone Wealth can help provide guidance tailored to your financial goals. To begin, we will work together to view your current financial scope including income, savings, investments, and liabilities. Based on these factors, our team will help craft a plan that aligns with your desired retirement age and lifestyle. This plan typically includes strategies for savings, investment management, and risk mitigation. We can also offer guidance on various retirement accounts, such as 401(k)s or IRAs, and help guide on maximizing contributions and tax benefits. In addition, we will look at other income sources such as pensions, social security benefits, and investment returns.
Balancing Today with Tomorrow
At StackStone Wealth, our mission is to deliver a premium client experience that reflects our foundational values: professional integrity, thoughtfulness, and striving for prosperity. We are committed to helping you find balance, helping you live in the moment, and preparing you for life events.
Let’s start building together.
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