Stone Lake Wealth Management's fee only, fiduciary investment management service is one that is driven by your goals, predicated on aligned incentives, and managed by a seasoned professional who knows how to mitigate risk and invest with discipline.  Stone Lake Wealth Management was founded with the singular goal of giving our clients the best chance of turning savings into wealth by utilizing principles grounded in the academic work of Modern Portfolio Theory and supported by decades of historical market data.

As busy professionals you may be focused on your careers, families and the day to day juggling of extracurricular, social and philanthropic activities. Working with a qualified, fiduciary investment adviser can help you gain confidence in your financial future, set realistic goals for savings and make rational decisions about your investments.

Complex investment plans and products offer more opportunities for brokers, disguised as advisers, to assess fees which can range from 2-3% of your portfolio. Success in the brokerage industry is defined by sales skills rather than financial expertise. Pure robo-advisers are a much cheaper alternative but lack the ability to address your comprehensive financial situation and risk tolerances. A fee only wealth management practice is the only way that the adviser’s incentives are fully aligned with your best interests, making it the only business model Stone Lake Wealth Management will employ.  Take a look at our simple, transparent fee structure here. 

Stop taking advice from salespeople.  Contact us to hire a true adviser. 

Sumit Kumar, Greenwich CT