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Stone Wealth Partners LLC
Stone Wealth is a proud family owned and operated business established by Mt Eliza locals, Paul and Prue Stone. Both have over 20 years of industry...
Overview
Stone Wealth is a proud family owned and operated business established by Mt Eliza locals, Paul and Prue Stone. Both have over 20 years of industry experience and provide personalised wealth management advice. Their role is to help clients make the right decisions and build long-term trusted relationships to achieve financial and lifestyle goals. Services include portfolios, superannuation, retirement, wealth protection, and philanthropic services.
General information
Firm type
RIA
Principals
Paul Stone
Managing Director
Paul Stone
founder and Managing Director of Stone Wealth
Prue Stone
Managing Director
Prue Stone
Co-Founder and Managing Partner of Stone Wealth
Hannah Grossman
Client Service Manager
Ali Stone
Executive Assistant
Sienna Stone
Office Manager
Frequently asked questions
Who runs investment decisions at Stone Wealth Partners?
The firm's principal and investment decision-makers are not identified in public sources or filings. No named professionals or roles are available.
How does Stone Wealth Partners source deal flow?
The firm's deal sourcing approach is not described in any public document. No proprietary channels, co-investment networks, or fund commitments have been reported.
Does Stone Wealth Partners participate in fund commitments or only direct deals?
No information is publicly available about the firm's preference for fund commitments versus direct investments.
What investment stages does Stone Wealth Partners typically target?
The firm's target investment stages are undisclosed. No public filings or reports detail its stage focus.
Which sectors does Stone Wealth Partners focus on?
The firm's sector focus is not available in public records. No specific industries or tags have been identified.
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