Webinar On Demand

Guide to Organizing Your Stuff

Is your stuff a mess? Have you ever worried about how hard it would be for your loved ones to figure out where all of your important stuff is if something happened to you?

At Stonecrop Wealth Advisors, we believe it is vitally important that your financial investments are managed to help you to achieve the life goals and mission of you and your family.

Is it also important for our clients to know what to do with all of their stuff.

Reach out to dmacgray@stonecropadvisors.com or (610) 628-0035 with any questions.

Access Recording

Complete the form below to access a special presentation by Douglas MacGray, President of Stonecrop Wealth Advisors, to learn how to organize your valuable stuff, including belongings, documents, information, passwords, and accounts, etc.

Douglas R. MacGray, J.D., CFP®

President

Logan D. MacGray, CFA

Investment Director

Cassandra Queen, CFP®, ChFC®

Financial Planning Director

Dalton Greiner

Client Relationship Associate

Get MacGray Matter

Our weekly email, MacGray Matter, sheds light and offers perspective on many financially-relevant topics. Complete the form and we’ll include you on the next publishing!

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.

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here. To see our Form ADV, including our Part 2 Disclosure Brochure, please click here. To see a copy of our Privacy Policy, please click here.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.