Advisors at this firm
Walter W
Series 66
Lafayette, LA
Stone Wealth Partners LLC
Walter Wiltz is a financial advisor at Stone Wealth Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services prior to joining Stone Wealth Partners in 2020. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides customized portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches, serving clients with both discretionary and non-discretionary advisory services.
Hunter M
Series 66
Lafayette, LA
Stone Wealth Partners LLC
Hunter Mc Clendon is a financial advisor with Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. His career includes roles at First Horizon Advisors, Iberia Bank, Infinex Investments, Inc., and Cintas Corp. He is compensated for investment-related sales of insurance and annuities through his firm. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management, using various analytical approaches and offering both discretionary and non-discretionary advisory services.
Joshua S
Series 66
Lafayette, LA
Stone Wealth Partners LLC
Joshua Savoie is a financial advisor at Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Stone Wealth Partners, he held roles at Ameriprise Financial Services and has entrepreneurial experience as co-owner of Raconteur Story Writing Services LLC and Savvy Investments LLC, which focus on writing and consulting services. He is also the founder of Celebration of Life, Inc., a book-making platform. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches and offers both discretionary and non-discretionary services.
William B
Series 65
Lafayette, LA
Stone Wealth Partners LLC
William Butcher is a Series 65-licensed financial advisor with Stone Wealth Partners LLC in Lafayette, LA, bringing seven years of industry experience. His background includes roles at Integrity RIA and ownership of Red's Health Club, where he also works as a yoga instructor. He has additional experience in movie production and extended travel. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management, employing a range of analytical approaches and providing both discretionary and non-discretionary advice.
Richard H
Series 66
Lafayette, LA
Stone Wealth Partners LLC
Richard Hebert is a financial advisor at Stone Wealth Partners LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in negotiating, renovating, and leasing rental properties. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytical approaches and providing both discretionary and non-discretionary investment advice.
Terry D
Series 66
Lafayette, LA
Stone Wealth Partners LLC
Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.