Investment & Wealth Advisory

Invest with clarity. Grow with confidence.

Stonesmort builds diversified, tax-aware investment plans for individuals, families, and institutions — with one dedicated advisor who explains every decision in plain language.

Retirement Planning

Retirement income you can count on.

Turn scattered old accounts and a lump-sum pension into a steady, predictable plan for the decades ahead.

Tax-Aware Investing

Keep more of what your portfolio earns.

Asset location and tax-loss harvesting are built into every portfolio — not bolted on once a year.

A Partnership, Not a Product

One advisor for your whole financial life.

The same senior advisor who builds your plan is who you'll sit across from a year from now, and ten years from now.

Our Services

Investment advice built around your actual goals

Three practice areas, one advisor — so your portfolio, your tax plan, and your retirement timeline stay in sync.

01 — Portfolio Management

Diversified, hands-on portfolios

Portfolios built around your timeline and risk tolerance, and rebalanced as markets move — not left on autopilot.

02 — Wealth & Retirement Planning

A funded plan, not a guess

A retirement, education, and major-purchase plan stress-tested against market downturns, not just best-case years.

03 — Risk & Tax-Aware Investing

Keep more of what you earn

Asset location and tax-loss harvesting built into every portfolio, so taxes take a smaller bite each year.

Markets We Serve

Experience across every major asset class

01 Equities

02 Fixed Income

03 Real Estate

04 Retirement Accounts

05 Private Equity

06 ETFs & Mutual Funds

Why Clients Stay

Advice that shows up like a partner, not a product pitch

Every relationship is run by a senior advisor who stays with your plan year over year — so nothing gets lost between your goals and your portfolio.

Always-on support
A direct line to your advisor, not a ticket queue.
Communication you can plan around
Quarterly reviews, written plainly, with no jargon to decode.
A plan reviewed on time
Fixed quarterly check-ins that don't quietly slip for a year.

Prefer to talk it through?+1 (254) 556-5588

Advantages

Why investors choose Stonesmort

Fiduciary first

We're required to act in your best interest on every recommendation — not ours.

Transparent fees

One simple advisory fee — never a commission on the products we recommend.

One dedicated advisor

The same advisor who built your plan is who you'll talk to a year from now.

Real-time portfolio access

Holdings, performance, and fees in one dashboard, updated daily — not quarterly.

Tax-aware strategy

Asset location and loss-harvesting are built into every portfolio from day one.

25 years of market cycles

Advice shaped by three real downturns, not just the most recent bull run.

Not sure where your portfolio stands?

A free portfolio review takes 30 minutes and comes with a written second opinion — no obligation to move anything.

Book a Free Review

How It Works

From first call to an invested plan

Free consultation

A 30-minute call to understand your goals, timeline, and current holdings.

Financial assessment

We map your full picture: accounts, risk tolerance, taxes, and goals.

Custom investment plan

A written plan with target allocation, fees, and projected milestones.

Ongoing management

Rebalancing, tax-loss harvesting, and a plan review every quarter.

More than 25 years of experience across market cycles

Our story

$2.4B+Assets under advisement

25+Years in the markets

57,000+Client relationships

4.9/5Average client rating

Client Outcomes

Real plans built for real situations

Consolidating five old 401(k)s

Rolled scattered retirement accounts into one diversified, lower-fee portfolio.

Diversifying a concentrated stock position

Reduced single-stock risk for a tech employee without triggering a large tax hit.

Funding a second home, tax-aware

Built a five-year savings bridge without disrupting retirement contributions.

Building a retirement income plan

Turned a lump-sum pension into a steady monthly drawdown for 20+ years.

Aligning a couple's retirement timelines

Coordinated two portfolios and two timelines into a single joint plan.

Ready to put a plan behind your portfolio?

Start with a free, no-obligation portfolio review.