Broker Check

Our Partnership

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, LLC. 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 1996-2013). LPL Financial provides the tools, technology, and support to allow us to provide unbiased and objective advice to our clients while assuring clients’ assets are securely guarded. You can learn more about LPL Financial at here