Leverage professional guidance for multiple investment types and strategies
Work directly with StoneX financial professionals for investment management and broker-assisted trading strategies.
Tailor your path to financial independence with confidence
Explore investment and financial planning solutions for individuals, families, and businesses through StoneX’s wealth management division. StoneX Wealth Management Private Client Group works directly with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.
Wealth planning for every stage of life
From retirement planning to 401(k) services, portfolio creation and higher education, StoneX Wealth Management supports you every step of the way.
- Strategic financial planning
- Estate planning & wealth transfer
- Investment planning
- Risk management & insurance planning
- Solutions for businesses
- Workplace services
- Tax-advantaged financial strategies
Tailored financial solutions. One trusted partner.
At StoneX Wealth Management, we understand that every financial situation is unique. That’s why our team develops customized financial solutions for every client by getting to know your specific needs, goals, and priorities. We build trust so that when complex financial decisions arise, we’re ready to offer the best-in-class guidance when you need it most.
Powered by StoneX
We leverage the global resources and reach of our parent company, StoneX, a Fortune 100 financial services network (NASDAQ:SNEX). Our relentless focus on helping our clients accomplish their goals has enabled us to build deeply valued, long-term relationships based on guidance, integrity, transparency and trust.
Explore the world of futures trading with a professional by your side.
Discover a new standard in broker-assisted futures trading through our futures trading division at StoneX. With a StoneX Futures account, you dictate the relationship with your broker. Our experienced team of futures brokers is available to work with you at your desired level of service, from trade idea to execution.
From keeping an unwavering eye on risk to leveraging the size and financial stability of StoneX, your broker will serve as an advocate who’s in tune with your specific trading needs and objectives. If you're looking for a transparent, efficient, and personalized broker-assisted futures trading experience, then a StoneX Futures account may be the solution for you.
Why choose broker-assisted futures trading?
There are many reasons why we’re a partner of choice for thousands of traders around the world - from high-touch support to handling the most complex trades, our futures brokers can take your trading to the next level.
FAQ
Why do I need a wealth manager?
Wealth management is a comprehensive approach to financial planning that can help individuals achieve their financial goals, build and protect their wealth and enjoy greater financial security and peace of mind.
If you’re interested in reaching your goals for financial independence, reach out to StoneX Wealth Management today.
What is wealth management?
Wealth management is a financial service that involves managing financial resources to achieve specific, long-term goals such as sustaining and growing assets. It encompasses a broad range of services and strategies, including investment management, retirement planning, estate planning and risk management.
A wealth manager will typically work closely with their client to develop a comprehensive, customized financial plan that considers their current financial situation, investment goals, risk tolerance and other critical factors to devise the best strategy. They work to implement and monitor this plan over time, and adjust as necessary to ensure that the client remains on track to meet their goals.
Let’s get connected
To learn more about how our customized financial solutions can help you stay one step ahead in the global markets, contact our team today.
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It is important that you know the companies you deal with at StoneX.
Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc.
You can learn more about the background of StoneX Securities Inc. on Brokercheck.
Futures trading is offered through StoneX Financial Inc. (“SFI”) is a member of FINRA/NFA/SIPC and registered with the MSRB. SFI does business as Daniels Trading/Top Third/Futures Online. SFI is registered with the U.S. Securities and Exchange Commission (“SEC”) as a Broker-Dealer and with the CFTC as a Futures Commission Merchant and Commodity Trading Adviser.
StoneX Financial Pte. Ltd. ("SFP") (Co. Reg. No 201130598R) is regulated by Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS100476) for Dealing in Securities, Collective Investment Schemes, Exchange-Traded Derivatives Contracts, Over-the-Counter Derivatives Contracts, and Spot Foreign Exchange Contracts for the Purposes of Leveraged Foreign Exchange Trading, is an Exempt Financial Advisor under the Financial Advisors Act 2001, and is a Major Payments Institution (PS20200625) under the Payment Services Act 2019 for Cross Border Money Transfers.
StoneX Financial (HK) Limited ("SHK") (CE No.: BCQ152) is regulated by the Hong Kong Securities and Futures Commission for Dealing in Securities and Dealing in Futures Contracts.
SFP acts as an appointed agent for SFL's payment services business.