Reflecting the Unique Goals of Our Clients
We know that 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 and protect your legacy.
To provide independent investment advice and customized/personalized investment solutions to assist clients meet their financial goals
What We Do
We provide customized investment and financial planning solutions that reflect our clients’ unique goals and help them achieve desired investment outcomes. In addition to utilizing outside investment managers, we also build investment portfolios for our clients and provided customized portfolio management solutions. On their behalf, we invest in stocks, bonds, mutual funds, and private equity assets. Our clients maintain their accounts primarily with Pershing, Fidelity, Schwab and TD Ameritrade.
Nicholas H. Stonnington has been a wealth advisor since 1983. He was a top producer at a major wirehouse firm in Los Angeles until he founded Stonnington Group in 2004. Nicholas established our company to better serve clients, offering them a platform for completely independent fiduciary advisory services.