Stone Wealth Management has established itself as one of South Africa’s leading and most trusted privately owned wealth management practices.
Being independent means that we are free of ownership or control by the large banks, insurance and investment companies that have traditionally dominated South African wealth management.
Why does expertise matter?
The decision around your investment assets and retirement assets will be one of the biggest decisions that you will ever have to make.
It dictates your and your family’s lifestyle going forward. Wouldn’t you want to know that the people guiding you are highly qualified and skilled at what they do? Stone Wealth Management was established in 2007 to fulfil this need.
Who are we?
We are motivated by long relationships built on trust, which has earned us an enviable 99% client retention ratio - unheard of in the industry.
We only employ wealth managers who are united by a common vision and a passion for client centric advice.
How do we do this?
It’s not just about the money though.
Unlike many other wealth management companies out there, we’re not just interested in investing the money; we engage with you at a much higher level, adding value across the broad spectrum of retirement, tax and estate planning issues.