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

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...
Presented by Brian Lowery |
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Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself daydreaming about a little cabin on a lake, or a small home in the mountains. You may have even entertained the notion of becoming an expatriate and...
Presented by Brian Lowery |
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Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.

Educational Videos