Reflecting the Unique Goals of Our Clients
We know you have unique goals and plans for the future. That’s why we take a personalized, whole-team approach to wealth management and financial planning. Year after year, you can count on us to help you achieve your financial goals.
Who We Are
Exceptional service starts with an outstanding team. Each member of the Stonnington Group team has extensive experience in his or her specialized fields, and share the same goal – working collaboratively to protect and grow your wealth.
What We Do
Active Asset Management, Proactive Communication
Our guiding principle has always been to treat each client as an individual. We ask the right questions upfront so that our team of experts can work collaboratively to craft solutions that are right for you.
We take a process-driven approach to our investment philosophy. While our investment strategies differ based on your needs, our core philosophy remains the same – ensuring that each investment accomplishes the goal of the individual strategy to which is it ascribed and performs well on a risk-adjusted basis.
Why Stonnington Group?
Year after year, you can count on us to help you achieve your financial goals.
You don’t have just one advisor; you have an entire team dedicated to helping you reach your financial goals. Our experienced team employs proactive client communication and continually adjusts your plan so that it evolves as your needs change.
We are independent investors with unconstrained access to financial vehicles. This allows us the freedom to utilize the investments that best fit your specific needs
Your needs are unique and will evolve as you travel through the journey of life. That’s why we not only craft results-oriented investment strategies but continually monitor and adjust your allocations to ensure they remain advantageous for you.
Actively managing assets is at the heart of what we do. We don’t create a plan and then forget about it. By continually evolving your unique plan, we can better help you reach your financial goals.
Stonnington Group has been helping clients connect the dots between tax strategies, estate planning and investing since 2004. We have the expertise and know-how to help you grow, protect and transfer your wealth.