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.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 68 Old Main Rd, Ethekwini,kwazulu-Natal,south Africa
- Phone
- 512-469-9152
- in****@****atx.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stonewealthmanagement.co.za
- Keywords
- Investments, Retirement Planning, Independent, Wealth Management, Tax Planning, Succession Planning, Estate Planning, Wills, Retirement Specialists, Advisors, Trust Advice, Risk Planning, Financial Planning.
- HQ
- eThekwini, KwaZulu-Natal
Stone Wealth Management Questions
Stone Wealth Management's helpline number is 512-469-9152
Stone Wealth Management's website is stonewealthmanagement.co.za
Stone Wealth Management's LinkedIn profile is https://za.linkedin.com/company/stone-wealth-management
Stone Wealth Management has
15 employees.
View email and phone details for 15
employees at Stone Wealth Management.
Stone Wealth Management's industry is
Financial Services
Stone Wealth Management's top competitors are
Isgam - Wealth Management,
Greengrass Wealth Management,
Delta Wealth Management,
Excalibur Wealth (Pty) Ltd,
Ivory Wealth Management,
Sdc Wealth Management,
Private Client Holdings,
Maximus Wealth Management,
Bellamont Group,
Nfb Private Wealth Management.
Stone Wealth Management's support email address is info@stonewealthatx.com
Stone Wealth Management's categories are Financial Services
Stone Wealth Management's founding year is 2002
