Stonehaven Wealth & Tax Solutions

Overview

Stonehaven Wealth & Tax Solutions is an independent, individual-owned RIA that provides fee-based wealth management and tax-aware financial planning. The firm is registered with the SEC (registered in 2024) and focuses its advisory work on individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Compensation is primarily a percentage of assets under management. The firm lists an accountant among its industry affiliations, indicating an emphasis on integrating tax and accounting considerations into client advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices