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Financial Advisor
Wisconsin
Appleton
STONEHAVEN WEALTH & TAX SOLUTIONS

STONEHAVEN WEALTH & TAX SOLUTIONS

Tel: 920-882-0427 540 South Westland Drive Appleton, Wisconsin 54914

About STONEHAVEN WEALTH & TAX SOLUTIONS

STONEHAVEN WEALTH & TAX SOLUTIONS is a Appleton, Wisconsin based financial advisory firm with nearly $153,732,017 in assets under management and provides investment advisory services for 856 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

332731

Firm SEC#:

801-131172

Assets Under Management:

$153,732,017

No. of Clients:

856

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

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