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Local Professionals

Visit us at our location on Ruston Way.

You are Unique

You're not the same as everyone else, and your financial plan shouldn’t be either.

Innovative Solutions

Guiding you to financial bliss.

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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

Retirement Planning

Retirement Planning

Our retirement planning process can help create a path to your retirement goals.

Post-Divorce Planning

Post-Divorce Planning

 Our post-divorce planning can assist with your financial recovery.

Wealth Management

Wealth Management

Through our investment philosophy we can manage your assets effectively.

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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.