Stone Wealth Management

We are one of the few truly independent boutique wealth management companies in South Africa. Our target market is the high net worth individual who is looking to retire or has already retired and has investable assets in excess of R10 million. Although there are many wealth managers within the industry, there are only a handful that have the unique skill set to engage in sophisticated high level planning that adds value across investment, tax and estate planning. Our business is based on TRUST. We are advice based, not commission based. We know money matters. We can offer advice in the following areas: Retirement Planning Financial Planning Estate Planning Tax Planning Wealth Management Trust Advice Risk Planning Succession Planning Investments Wills Stone Wealth Management is an authorised Financial Service Provider with license number 29494. Any opinions expressed do not constitute financial advice. All financial advice provided to a client is bespoke and specific to that client.