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Stonewater Wealth Management, Inc.

Updated today

Client assets under management

$45,689,314

Clients

444

2% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

74

High

Average account size

$102,904

About

Stonewater Wealth Management serves individual investors — including high-net-worth clients — as well as banks and pension and profit‑sharing plans. The firm provides both discretionary and non‑discretionary portfolio management, constructs an Investment Policy Statement for each client, and offers hourly financial planning addressing investment, retirement, tax, insurance, and college planning.

The firm’s investment process uses charting, fundamental, and technical analysis and employs long‑term and short‑term trading as well as options writing (including covered and uncovered strategies); risk tolerance and time horizon are documented in each client’s Investment Policy Statement and the firm typically obtains written discretionary authority to implement strategies. Financial planning engagements are delivered as one‑time plans or on an hourly basis, with reviews occurring at least monthly for managed accounts.

Stonewater discloses that members of its team hold accounting credentials and are licensed to sell insurance, and the brochure notes a pension consultant on staff; the firm also discloses that commissionable insurance products may be offered, and describes the resulting conflicts and client protections. The combination of in‑house accounting and insurance activity alongside pension‑plan consulting is relatively uncommon among similar team firms and may lead to a more integrated mix of investment management, retirement‑plan work, and insurance services.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities

Fee options

Percentage

$1 - $249,999: 2.25% $250,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000+: 1.50%

Project-based

$250 per hour for financial planning services, fees negotiable

Main office location

Stonewater Wealth Management, Inc.

4639 Corona Dr, Ste 9

Corpus Christi TX 78411, United States

Number of offices

3

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael S

Series 63, Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.

Options & derivatives strategies Real estate investing Annuities
user avatar

Michael B

Series 66

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.

Options & derivatives strategies Real estate investing Annuities
user avatar

Hope G

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Hope Garza is a financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation and having five years of industry experience. She has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management alongside hourly financial planning. The firm creates customized Investment Policy Statements and implements diversified portfolios, reviewing managed accounts regularly using various analytical methods.

Options & derivatives strategies Real estate investing Annuities
user avatar

Jonathan V

Series 65

Kingsland, TX

Stonewater Wealth Management, Inc.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Options & derivatives strategies Real estate investing Annuities
user avatar

Eduardo C

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Eduardo Campos is a Series 65-licensed financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX. He has five years of industry experience and has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individual and high-net-worth clients, as well as banks and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles while utilizing fundamental, technical, and charting analysis to guide portfolio management.

Options & derivatives strategies Real estate investing Annuities
user avatar

Ryan H

Series 65

Corpus Christi, TX

Stonewater Wealth Management, Inc.

Ryan Hatton is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Stonewater Wealth Management since 2018 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Outside of advisory work, he is involved in insurance brokering and the sales and service of fixed insurance products for outside carriers. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm creates personalized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to guide trading and options strategies.

Options & derivatives strategies Real estate investing Annuities
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