Our Services
At A Legacy Stone Capital, our service is defined by precision, discretion, and a deep commitment to your financial success. We provide high-touch, boutique-style wealth management tailored to the unique needs of each client.
Whether you're building a legacy, diversifying your portfolio, or protecting generational wealth, we take a highly personalized approach—backed by experience, market insight, and strategic foresight.
Our services include:
Customized Investment Strategies
Designed to align with your goals, risk profile, and long-term vision.Private Wealth Management
Hands-on portfolio management with an emphasis on performance, protection, and legacy planning.Strategic Advisory
Insightful guidance on market opportunities, economic trends, and investment positioning.Asset Protection & Risk Mitigation
Proactive risk management to safeguard your wealth through all market cycles.Legacy & Estate Support
Helping you structure and transfer wealth in a way that reflects your values and secures your family’s future.
Basic Service
Our Basic Service is designed for clients seeking foundational wealth management and personalized financial guidance. This tier offers access to expertly managed investment portfolios, strategic planning, and consistent communication—perfect for individuals looking to grow and protect their assets with clarity and confidence.
What’s Included:
Tailored investment portfolio aligned with your goals
Regular performance reviews and market updates
Direct access to your investment advisor
Risk assessment and diversification strategies
Ongoing support and financial insights
Intermediate Service
Our Intermediate Service is designed for clients who require more in-depth wealth management with strategic planning tailored to evolving financial goals. This tier offers enhanced portfolio customization, tax-efficient strategies, and broader advisory support—ideal for professionals, business owners, and families growing their financial foundation.
What’s Included:
Advanced portfolio design with diversified asset allocation
Tax-conscious investment strategies
Periodic financial reviews and rebalancing
Access to estate and legacy planning consultation
Guidance on real estate, business assets, and alternative investments
Priority advisor support and performance reporting
Advanced Service
Our Advanced Service is tailored for clients who require a comprehensive, hands-on approach to wealth management. This elite tier offers bespoke financial solutions, multi-generational planning, and full integration of all aspects of your financial life. It’s designed for individuals and families with complex portfolios, business interests, or legacy goals.
What’s Included:
Fully customized investment strategy across multiple asset classes
Active portfolio management with real-time adjustments
Estate planning coordination and legacy structuring
Strategic guidance on family governance and philanthropy
Direct access to a dedicated advisor team
Collaboration with your legal, tax, and accounting professionals
Access to exclusive investment opportunities and private markets
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!