We Stay Focused on Market Trends, so You Don't Have To

Welcome to Stone 8 Wealth Management

Welcome to Stone 8 Wealth Management

Stone 8 Wealth Management is an independent investment advisory firm that provides customized wealth management solutions to individual investors, business owners, and retirees. We work with our clients to develop a life plan through our financial planning process and to execute the plan based on our investment management approach. Our focus is on leading our clients to achieve their financial goals.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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What We Bring to the Table

What We Bring to the Table

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

- Robert Lo, CFA

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Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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