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Our Services

Employing a Multifaceted Approach to Investment and Wealth Management

At Stonnington Group, LLC, we utilize our more than 30 years of industry experience in helping families and businesses make wise financial decisions.

Our services include:  

Wealth Management

High-net-worth families can rely on us for comprehensive wealth management and investment strategies tailored to their needs and goals.
Our approach is holistic, involving portfolio counsel as well as family generational wealth and insurance services.

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Retirement Plan Consulting

Benefits are an essential tool for businesses to attract, retain, and motivate employees At Stonnington Group, LLC, we provide fiduciary consulting services to business owners. We help them build and implement benefit programs such as:

  • 401(k)
  • 403(b)
  • Profit sharing
  • Defined benefit plans

Investment Banking

Our investment banking services are provided through M/Cap Advisors, an unaffiliated advisory firm. M/Cap Advisors has executed more than 50 transactions for corporations in a wide range of industries. To learn more about them, visit their website.

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Private Assets Management

We consult with clients on alternative investments. Our team provides guidance, assistance, and oversight through all stages of the process, from selecting assets to ongoing monitoring of investment performance. Our expertise lies in investment in early-stage emerging companies, small buyouts, and capital allocation.