Wealth Management

Wealth Management

Meeting the Unique Wealth Management Needs of Our Clients

stock 2-resized

Stonnington Group helps high net worth families invest and manage their assets

As part of our wealth management services, Stonnington Group offers portfolio counsel as well as family wealth and insurance services to provide our clientele with a comprehensive solution to meet their investment needs

Portfolio Counsel

Stonnington Group directly manages  portfolios of individual stocks and bonds tailored to each client’s unique needs and objectives.

Family Generational Wealth Services

Stonnington Group’s multi-faceted approach addresses the complex and unique needs of multigenerational, high net worth families by:

  • Assisting high net worth families in devising trust and estate plans, working with their accountants and attorneys or introducing our clients to these types of professionals to provide estate planning solutions
  • Working with clients to determine and execute a strategy to meet philanthropic goals in consultation with our clients’ other advisors or by introducing them to professionals with the appropriate subject matter expertise
  • Providing reporting, due diligence and discretionary portfolio management on private equity investments
  • Providing the highest quality service and investment supervision through “best of breed” reporting systems, technology, client portals as well as access to investment providers
  • Exercising fiduciary oversight on client asset management, using various investment managers to accommodate client investment strategies as well as our own discretionary portfolio(s)

Insurance Services

Stonnington Insurance Services employs strategic alliances with insurance professionals to facilitate insurance solutions to complex estate planning and wealth transfer issues for high net worth clientele.Nicholas H. Stonnington, CA License Number 0A22001, is the Managing Member of Stonnington Insurance Services, domiciled in California and conducting business at 600 South Lake Avenue, Suite 502, Pasadena, CA 91106 Stonnington Group cannot and does not provide tax or legal advice.  We do, however, work closely with our clients’ accountants and estate planning attorneys to ensure a holistic approach to achieving all of their goals.