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.