Advisors at this firm
Michael L
Series 63, Series 65
Shelton, CT
Stone Wall Money Management LLC
Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.
Anthony P
Series 63, Series 66
Shelton, CT
Stone Wall Money Management LLC
Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.
Crystal C
Series 63, Series 65
Shelton, CT
Stone Wall Money Management LLC
Crystal Collado is a financial advisor at Stone Wall Money Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and J. Davenport Advisors, LLC. Collado is also a commissioned insurance agent and a notary public in Connecticut. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients using discretionary and non-discretionary accounts. The firm’s investment approach emphasizes client objectives, risk tolerance, and preserving purchasing power through methods such as asset allocation and technical analysis, while maintaining a small advisory team across multiple office locations.
Robert B
Series 66
Shelton, CT
Stone Wall Money Management LLC
Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Money Concepts Capital Corp and Artisan Wealth Management. Outside of finance, he has experience as a camp counselor and has worked at the State Treasurer's Office. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies based on client objectives, time horizon, and risk tolerance. The firm offers discretionary and non-discretionary managed accounts across various asset classes and incorporates methods such as asset allocation and technical analysis, with a focus on preserving purchasing power over the long term.