Since 2007, Stone Wealth Management, expert wealth managers, has established itself
as one of South Africa’s leading and most trusted privately owned
wealth management practices.

Investing your financial assets will be one of the biggest
decisions you make in your life. There are only a handful of
wealth managers who have the necessary financial IQ to deal
with high-level planning requirements which add value
across the spectrum of investment, tax, and estate planning.

A retention rate that is practically unheard of in the financial industry,
that is achieved through relationships built on trust.
As a wealth management company we are united by a common vision, focus and passion for client-centred advice, built on a
‘10/10, nothing less’ philosophy.

Being independent means we are free from ownership or control by large banks, insurance or investment companies. With that, comes many investment advantages. We firmly believe that non-conflicting advice, as a result of our independence, will always be in the best interests of the client.

Our objective is to get each client’s financial house
in perfect order (10/10) and to keep it that way.