PROSPERITY: noun, a successful, flourishing, or thriving condition

YOUR GOAL: A more prosperous life

OUR MISSION is to help you see the objective, find the path, and navigate past the obstacles to a more prosperous future

We all have unique opportunities to do good.

As people with some measure of wealth, most of our clients have the ability to use that wealth to take care of themselves, their families and their communities.

For our non-profit institutional clients, they may measure their daily activities by how well they achieve their exemplary missions.

We do good by helping those who wish to do more with their wealth. We help our clients define their objectives, identify the right path for them, and navigate past the obstacles in order to find a more prosperous future. By doing this effectively, all who benefit from our clients’ doing well—including our clients themselves—do better. This is how we get to do good every day.

We start with the end in mind.

Your wealth is the means, but to what ends?

Whether you are an individual or part of a family, or are a leader at an institution, we believe your wealth needs to be managed with the end in mind. What are your goals?

Our processes are designed to allow you the best opportunity to communicate and discuss your overall situation so that together we can learn and articulate to each other your objectives, both short term and long term.

For individuals and families, we articulate this back to you with a financial plan. This plan will clearly define your objectives, identify your resources (time, talent and treasure), project the trajectory of your resources, and recommend a potential path to reach and/or surpass your objectives.

For institutions, we generally articulate this back to you with an investment policy statement, which is commonly supplemented with projections and cash flow analyses. This statement will communicate back to the institution the objectives for the institution’s portfolio(s), and create a path to potentially heighten the ability of the institution to reach those objectives.

Using stepping stones to reach milestones

Once we have the end in mind, we identify the short-term goals you should meet in order to be on the right path to your long-term objectives. If you consistently meet or exceed those stepping stones, you should then gain confidence that your long-term goals are reachable, and not just aspirations.

We are comprehensive

Our financial plans generally review:

  • Your current financial situation including your goals, assets and debts, and cash flow
  • Wealth accumulation planning, including investment management
  • Protection of your wealth
  • Retirement planning
  • Planning for other goals (other than retirement) planning such as college funding, debt elimination, large purchase (first or second home, etc.)
  • Estate planning

Institutional approach to investment management

We serve many institutional clients. Our individual clients receive the benefit of working with advisors who consistently report to investment committees of these institutions. This means that the sophistication, discipline, and accountability required to meet the needs of these institutions are applied to all we do with our individual and family clients. This level of attention benefits all our clients.

  

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    Why the Stonecrop name?

    Thriving in diverse environments.

    ‘Stonecrop’ is the common name for a large group of flowering succulent plants (also called sedums) that thrive in challenging environments. Typically, they’re found growing on rocks, hence the name. Stonecrops are hardy, in part, because of their water-storing leaves.

    As advisors, we are focused on always doing the right thing for our clients. We guide our clients through their individual financial journey. Planning their specific path then helping them navigate their way.

    We serve individuals & families as well as non-profit organizations.

    Stonecrop

    noun

    stone·crop | \ ston-krap \

    : A stone crop is an attractive, hardy and enduring plant growing on a solid foundation.

    We're looking forward to talking with you.

    We will let you know what to expect for our first meeting together. Let us know if you need anything. We look forward to speaking with you soon.

    OFFICE HOURS

    Monday – Friday
    8:30AM – 5PM

    Advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training.

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