Stonehaven Wealth & Tax Solutions

STONEHAVEN WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in APPLETON, WI, registered since 2024. The firm manages approximately $168 million...

Overview

STONEHAVEN WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in APPLETON, WI, registered since 2024. The firm manages approximately $168 million in regulatory assets. It has 3 employees and 3 investment advisers.

Website

stonehavenwealthtax.com

General information

Firm type

RIA

Profile maintained by Altss. Updated: Jul 6, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Previous registered investment adviserLife Story Wealth Planning Next registered investment adviserFINZ ADVISORS

Research Stonehaven Wealth & Tax Solutions in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

Registered investment advisers

More RIA profiles

Charles Schwab BlackRock Financial Management Mellon Investments Corporation Raymond James Financial Services Advisors, Inc.Creative Planning Commonwealth Financial Network Browse all profiles →