About Us

Stonecreek Wealth Advisors is an independent fee-only Registered Investment Advisor firm providing private investment management for select individuals.  Our portfolios/investment approach is based on more than eighty years of market data as well as concepts based on Nobel Prize winning financial, economic & academic theory, from the likes of Harvard, Stanford, University of Chicago and Wharton.

Our mission is simple:  To help our clients have peace of mind from the responsibilities of dealing with the complexities of investing, so they can spend more time with family, travel, or do what they do best.

Stonecreek has a fiduciary duty.  The SEC describes a fiduciary like this.  “A fiduciary has an affirmative obligation to put client’s interests above his or her own.  As a result, a fiduciary acts in the best interests of the client, even if it means putting a client’s interest above his own.  A fiduciary standard is an affirmative obligation of loyalty and care that continues through the life of the relationship between the adviser and the client, and it controls all aspects of their relationship.”  The client’s best interest comes first and it is the only interest that matters.

Not all financial professionals are bound by fiduciary duty.  For example, broker-dealers typically are not.  Broker-dealers instead must meet a much lower standard… suitability. The suitability standard allows brokers to pursue their own interests without disclosing those interests.  Compared to fiduciary duty, suitability is a lower bar.  Because not all financial professionals are bound by fiduciary duty you need an independent fee-only Registered investment advisor firm.

As an independent fee-only Registered Investment Advisor firm we earn no commissions.  We derive income from annual management fees. The management fees are usually a percentage of the assets a client has invested.   With this compensation arrangement, you know that we are available to help you address a myriad of issues in your financial life,  not simply those that could lead to a commission.

To receive a free information packet please click here.

Citations
www.dol.gov/ebsa/publications/fiduciaryresponsibility.html [1/10/12]