Stone 8 Wealth Management

Financial Planner & Investment Strategist

Stone 8 Wealth Management is led by its Managing Principal, Robert H. Lo, CFA. He founded Stone 8 in 2013 after spending over 8 years in the financial industry. You can learn more about Robert by clicking here.

Stone 8 is partnered with Cornerstone Wealth Management. Cornerstone provides Stone 8 with operational support, business development, and supervisory oversight to maintain compliance with the highest industry standard. You can learn more about Cornerstone at www.mycwmusa.com

In addition, Stone 8 Wealth Management has the support of LPL Financial, the nation’s largest independent broker/dealer (based on total revenues, as reported by Financial Planning magazine 1996-2014). LPL Financial provides the tools, technology, and support to allow us to provide unbiased and objective advice to our clients. You can learn more about LPL Financial at here.