Stonehaven Private Wealth Management LLC

Stonehaven Private Wealth Management provides investment management, multi-generational wealth planning, financial planning, and consulting to a mix of individuals (including high- and ultra-high-net-worth families), trusts, estates, charitable organizations, ERISA accounts, banks, credit unions, and businesses. The firm manages about $13.5 million for a very small client base and frames its services around customized wealth- and family-centered advice rather than off-the-shelf product recommendations.

The firm’s investment approach emphasizes a long-term horizon (typically three to five years or more), strategic asset allocation with the option for tactical overlays, and a mix of active and passive implementation informed by Modern Portfolio Theory and Brinson allocation principles. Portfolios are tailored to client goals, tax status, liquidity needs, and risk tolerance, with the firm commonly exercising discretionary authority and accepting special mandates such as short-term excess-cash “war chest” strategies or SRI screens.

What is atypical for a firm of this size is its regular work with institutional and retirement-plan clients and its pension/ERISA consulting capability (including serving as a limited-scope 3(21) advisor or a discretionary 3(38) investment manager). The firm also offers custom seminars and workshops and provides family-office style services — including handling specialty assets such as equine holdings, rare art, and family-compound issues — and its principal is CFP®-certified.