Stone Hill Wealth Management, LLC

Overview

Stone Hill Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator and manager-of-managers, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. Stone Hill does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives