STONE & NEWHOUSE WEALTH ADVISORY

Overview

Stone & Newhouse Wealth Advisory is a small, corporation-form financial services firm that positions itself around fee-for-service planning and product brokerage rather than large-scale asset management. The firm offers financial planning on an hourly basis and conducts business activities that include real estate brokerage, insurance brokerage, accounting services, and selling other financial products. It is owned by an individual and is classified in the source data as unclassified; it is not identified as a multi-state adviser, pension consultant, or active ESG investor. The firm is not listed as a capital allocator, which aligns with its focus on advisory and intermediary roles rather than running proprietary alternative funds.

Assets & Accounts

Investments & Alternatives

Location & Offices