Stone Fortress Wealth Strategies

Overview

Stone Fortress Wealth Strategies is an independent RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects other advisers on behalf of clients. It operates as a capital allocator, relying heavily on third‑party managers for alternative exposures rather than building those strategies in‑house. Fee arrangements are flexible and include a percentage-of-AUM component plus hourly and fixed fees for specific planning or advisory engagements. The firm does not identify as an active ESG investor. Portfolio construction centers on pooled public funds as the primary investment vehicle, with alternatives layered in for diversification and return-seeking. The firm’s business and investment activity indicate a boutique model: a relatively small client base, concentrated assets per client, discretionary management for most relationships, and a custodian-centric operating setup to support trading, reporting and custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices