Stone Wealth Management
Financial-Services
Website
Company Tagline
As one of South Africa's leading, privately owned wealth management practices, we know money matters.
Industry Category
Business Keywords
Company Description
Stone Wealth Management is a leading financial services provider dedicated to helping clients achieve their financial goals. With a focus on high-net-worth individuals, Stone Wealth Management offers comprehensive wealth management solutions tailored to each client's unique needs. Located at 68 Old Main Rd, eThekwini, KwaZulu-Natal, ZA, the firm operates as a trusted partner in navigating the complexities of financial planning.
Stone Wealth Management specializes in a range of services, including retirement planning, financial planning, estate planning, and tax planning. Their expertise extends to wealth management, trust advice, risk planning, succession planning, and investments. Stone Wealth Management is committed to providing advice-based solutions, ensuring that clients receive the best possible guidance for their financial futures.
Stone Wealth Management has been serving clients since 2002. The firm's approach emphasizes building long-term relationships based on trust and delivering exceptional results. For more information, visit http://www.stonewealthmanagement.co.za.
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Stone Wealth Management ingumhlinzeki oholayo wezinsizakalo zezimali ozinikele ekusizeni amaklayenti afinyelele imigomo yawo yezezimali. Ngokugxila kubantu abanenani eliphakeme, iStone Wealth Management inikeza izixazululo eziphelele zokuphathwa kwengcebo ezilungiselelwe izidingo eziyingqayizivele zeklayenti ngalinye. Itholakala e-68 Old Main Rd, eThekwini, KwaZulu-Natal, ZA, le nkampani isebenza njengozakwethu omethembayo ekuhambeni ebunzimeni bokuhlela ezezimali.
I-Stone Wealth Management igxile ezinhlobonhlobo zezinsizakalo, ezihlanganisa ukuhlela umhlalaphansi, ukuhlela ezezimali, ukuhlela ifa, nokuhlela intela. Ubuchwepheshe babo bunwetshwa ekuphathweni kwengcebo, izeluleko zokwethenjwa, ukuhlela ubungozi, ukuhlela ukulandelana, kanye nokutshalwa kwezimali. I-Stone Wealth Management izibophezele ekunikezeni izixazululo ezisekelwe ezelulekweni, iqinisekisa ukuthi amaklayenti athola isiqondiso esingcono kakhulu ngekusasa lawo lezezimali.
I-Stone Wealth Management ibilokhu isebenzela amaklayenti kusukela ngo-2002. Indlela yale nkampani igcizelela ukwakha ubudlelwano besikhathi eside obusekelwe ekwethembekeni kanye nokuletha imiphumela emihle kakhulu. Ukuze uthole ulwazi olwengeziwe, vakashela ku-http://www.stonewealthmanagement.co.za.
Simema imenenja ye-Stone Wealth Management ukuthi idale umbukiso wenkampani okhethekile nowenzelwe wena kanye nohlu lwemikhiqizo endaweni yethu yesikhulumi.
Key Personnel / Employees
Compare Companies Side by Side
Compare Stone Wealth Management with 3 companies in Financial-Services
| Comparison Field |
Stone Wealth ManagementMain Company |
CI Assante Wealth Ma...View Profile |
Hicks Capital Manage...View Profile |
Arrow Point Wealth M...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1995 | 2011 | 2020 |
|
Company Size
|
— | 501-1,000 | 2-10 | 2-10 |
|
City
|
eThekwini, KwaZulu-Natal | Toronto, Ontario | Columbus, Ohio | |
|
Country
|
South Africa | Canada | United States | |
|
Skills & Keywords
Comparing with main company
|
15 Total Skills
Wealth Management
Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Investment Advice
Financial Services
Succession Planning
Wills
Retirement Specialists
Trust Advice
Advisors
Investments
Risk Planning
Independent
|
2 Total
2 Unique
Unique Skills:
Insurance
Legacy Planning
|
16 Total
1 Common
15 Unique
Match
7%
Common Skills:
Financial Services
Unique Skills:
Asset Allocation
Asset Management
Business Succession Planning
Business Tax Strategies
Capital Management
Charitable Planning
+9
|
3 Total
3 Unique
Unique Skills:
High Net Worth Planning
Real Estate Investment
Small Business
|
4
Total Companies1995
Oldest Founded3
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
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