With every financial firm claiming to know the secret to financial success and offering the "perfect" solution, it can be difficult to sort through the mess and really decide who is best for you. So... How do you make the right decision? Learn More
Financial Planning & Wealth Management
At Stolz & Associates, we believe that you are unique and that your financial plan should be too. We build customized plans that are aligned with your specific goals. While originally starting as a traditional CPA firm, after time, as tax-only professionals, we felt that we were only recording our clients' history, rather than helping them build their future. Evolving into a wealth management firm in 2001, we created a company that believes in an approach to asset management that includes investment consulting and advanced planning. Please watch our video to learn more.