Stacy Bone Email & Phone Number

When you identify what is most important to you, focus on your priorities, and align the people, activity, and decisions in your life with those priorities, the "right" answers for you become clear.  I carefully listen to clients, help them clarify their priorities from the interests of others,  and deliver advice and resources in their best interest to help accomplish their goals. With over 25 years of experience assisting high-net worth individuals and families with their wealth management needs, I manage a team of specialists to devise and implement solutions across investment management, wealth structuring, trust and estate planning, business succession, charitable giving, customized credit for complex financing needs, liquidity strategies, and banking. I also collaborate with a client's external tax and legal advisory team to coordinate cohesive strategies across multiple disciplines.