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 * About us
   * Meet the team
 * Investors
   * Independent client
   * International client
   * Private client
 * Financial professionals
   * Platforms and technology
   * Advisory solutions and products
   * Support and resources
   * Ways to affiliate
 * Tools/Resources
   * Tax resources
   * Important disclosures
 * More from StoneX
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STONEX WEALTH MANAGEMENT: FOR YOUR INDEPENDENCE



Unlock the door to financial independence with StoneX Wealth Management. Our
dedicated financial professionals are your partners in prosperity, offering
personalized strategies and steadfast support.

Contact us




STONEX WEALTH MANAGEMENT BY THE NUMBERS

StoneX Wealth Management is a leading registered investment advisory firm and
independent broker-dealer that provides an integrated platform of technology,
comprehensive wealth management, and investment services to registered
representatives, investment advisor representatives, and registered investment
advisors nationwide and throughout Latin America.
500+
Affiliated financial professionals
50
Licensed and registered in all 50 states
$16B+
Assets under management
97K+
Investment clients


COMPREHENSIVE WEALTH

A StoneX Wealth Management representative’s expertise not only involves their
related education, training and licensing requirements; it involves getting to
know their clients, understanding their goals and discovering their level of
comfort so that they can make investing recommendations their clients can feel
good about.


WEALTH AND ESTATE MANAGEMENT


MANAGED PORTFOLIOS


RETIREMENT AND COLLEGE PLANNING


BROKERAGE SERVICES


LENDING SOLUTIONS


LIFE INSURANCE AND ANNUITIES


SOLUTIONS FOR NEARLY EVERY INVESTOR: STONEX WEALTH MANAGEMENT'S COMMITMENT TO
YOU

StoneX Wealth Management offers specialized expertise to both international and
domestic investors through our extensive network of independent financial
professionals and private client groups’ representatives.


FINANCIAL PROFESSIONAL SERVICES

At StoneX Wealth Management, we understand that your practice is your own, and
we're dedicated to being a strategic partner that enhances your business at
every turn. With our versatile affiliation options, you're empowered to select
the structure that aligns best with your practice and your clients' needs.
Whether today or as your business grows, count on StoneX Wealth Management to
support your journey with unwavering flexibility and value-driven collaboration.
 * Ways to affiliate
 * Platforms and technology
 * Product and advisory solutions
 * Support and resources




TOOLS AND SUPPORT FOR INVESTORS AND FINANCIAL PROFESSIONALS

Gain insights with our latest market commentary, utilize our diverse range of
calculators and knowledge base to make informed decisions, stay ahead with tax
calendars and resources, and find answers to common questions through our FAQs
and glossary.
Find out more


IT'S OUR MISSION TO PROTECT YOU AND YOUR ASSETS.

Find out more


WHY CHOOSE STONEX WEALTH MANAGEMENT?

For investors like you, our mission remains the same – to provide our financial
representatives with the support and services they need to enhance the service
they can provide to you. We do not mandate or provide incentives to
representatives to recommend proprietary investment products. We give them the
tools, support, and compliance oversight they need to make financial
recommendations they deem to be in your best interest.

Our clients

Access your brokerage accounts through our online access portal.
Find out more

What we do

Find out what StoneX Wealth Management can do for you and your financial
independence.
Find out more

Client support

Stay up-to-date with StoneX Wealth Management news and current events.
Find out more

The information on this web site is not an offer to sell or a solicitation of an
offer to but any security, not shall any such security be offered or sold to any
person in any jurisdiction in which such offer, solicitation, purchase, or sale
may not lawfully be made. Wealth management services are offered through StoneX
Wealth Management, a trade name used by StoneX Securities Inc. and StoneX
Advisors Inc. Securities products are offered through StoneX Securities Inc.,
member FINRA/SIPC. Investment advisory services are offered through StoneX
Advisors Inc., StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned
subsidiaries of StoneX Groups Inc. (NASAQ: SNEX). StoneX Group Inc., through its
subsidiaries, connects clients to the global markets ecosystem- providing them
with institutional- grade market access, end-to-end clearing and execution, and
high-tough expertise.

You can learn more about the background of StoneX Securities Inc. on Broker
Check.

All investments involve risk, including loss of principal. Past performance of
any security, option, or strategy is not indicative of future success. Consider
your personal financial situation, including your risk tolerance, before
investing.

©StoneX 2024. All rights reserved.

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LET'S CONNECT TO DISCUSS YOUR FINANCIAL GOALS.

Start the conversation today.

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Resources Important DisclosuresForm CRS and RegBI DisclosuresBusiness Resiliency
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