01. Our Purpose

We are dedicated to providing investment management and strategic wealth planning that is designed specifically for you. Simply put, we strive to be our client's trusted advisor.

02. Our Philosophy

We believe in your right to retirement on your terms.

03. Our Process

We want you to be well-informed about your options and have created this process to guide you along the way. 

Our Services

 

Investment Planning

As an initial step, we at Stoneway Financial Services evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, survivor income, or financial...
 

Retirement and Income Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement. Transitioning from earned...
 

Estate Preservation and Legacy Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a legacy even after they have passed...

Meet Your Advisor

Brian D. Lowery

President
Helping clients build, protect, and transfer their wealth Investment & Wealth Preservation Strategies Estate Preservation Concepts Retirement Planning...

How Can We Help You?

Find out how we can help you reach your financial freedom

Contact us today!

Latest Blogs

Presented by Brian Lowery |
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history. But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

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