Stone Lake Wealth Management, LLC
Investors looking for help face two extreme choices, working with a high cost broker at a large bank or logging into an impersonal robo-advisor that uses algorithms to shoehorn your investments into a model portfolio. We believe investment advice should be personal, comprehensive and professional. Conflict free guidance combined with a low cost investment portfolio will ensure your finances are helping to achieve your goals.
To provide customized financial consulting and portfolio management services tailored to your unique financial situation.
Address: 270 Greenwich Ave, Suite 16, Greenwich, Connecticut 06830, USA
Phone: +1 203 340 0251
FAX:
