Company Overview
- Website
- stonewaterplanning.com
- Employees
- 8
- Founded in
- 2015
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Recent News & Media
Wealth transfer is about more than just money. It’s about giving your loved ones the means to live the life they want. Let’s talk about how I can help you achieve that dream.
- Jun 26, 2025
- linkedin.com
Last week, markets reflected a cautious tone following a mix of economic signals and geopolitical developments. Overall, markets appear to be in a “wait-and-see” mode, but learn more with this week’s market perspective and reach out to discuss.
- Jun 25, 2025
- linkedin.com
Stonewater Financial Group Inc. | Toronto ON
- Jun 18, 2025
- m.facebook.com
Wealth Licensed Client Service Assistant
- Jun 5, 2025
- ca.indeed.com
Equities, bonds, and the US dollar fell last week due to budget concerns and trade policy uncertainty. Read our weekly market perspective for more key insights and let’s discuss any potential impacts to your portfolio.
- May 28, 2025
- facebook.com
Vite + React + TS
- Mar 18, 2025
- insuremysba.com
Who is Stonewater Financial Group
Stonewater Financial Group is a financial planning firm located in Dallas, Texas. Founded with a commitment to delivering superior financial advice, the company employs 8 individuals and generates annual revenue of $2.5 million. Stonewater Financial Group specializes in providing objective, customized financial planning strategies tailored to each client's unique priorities. They offer ongoing updates and personalized service to ensure their clients' financial plans remain relevant as their circumstances evolve. Their philosophy, symbolized by the combination of "STONE" representing economic principles and "WATER" representing the dynamic financial landscape, emphasizes the importance of grounding advice in proven principles while adapting to changing market conditions. Clients seeking personalized financial guidance can connect with Stonewater Financial Group through their website, stonewaterplanning.com.
Stonewater Financial Group Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 5 | Austin, TX | 1995 | |
| 3M | 5 | Houston, TX | ||
| 3M | 2 | New York, NY | 2006 |