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Our Team Approach

We start by listening. Before any advice is given, it is essential that we understand what is important to you. Together, we review your objectives, risk tolerance and time horizon. Once we understand your “complete picture” we can effectively implement your investment strategy to work toward accomplishing your goals.

We have developed strategic alliances with key professionals to coordinate financial, tax, legal and personal issues to provide a comprehensive and integrated plan that is appropriate to your unique circumstances. We believe that professionals working together makes a plan more effective.

Unlike many brokers, we are an independent fee-only Registered Investment Advisor firm with no proprietary investment products to push.  Our approach is different.

  • We have found that the out-of-date commission system is an obstacle to conscientious advisors because it stresses transaction, which may not always be in your best interest.
  • Our fees vary depending on portfolio size.
  • Because the better your account does the better we do, our interests are aligned with yours.  We focus on your financial objectives and your future.

The result? You gain the financial clarity to make informed decisions and manage your wealth more effectively.

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Book a Free Consultation

To Begin The Proces Simply call or Click "Let's Begin"

Once you schedule your free initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. It’s that simple!

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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