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

Aila Matysek |
There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available. Unfortunately, those apps and software programs can only do what you set them up to do. And all the apps and software products in the world will make no difference in your financial situation if you don’t do the following: 1....
Aila Matysek |
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow? There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so: Open an IRA. While investing in an IRA is not the same as buying stocks outright,...
Aila Matysek |
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving...

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