Private advisory for those who know where they're going

Tailored solutions in investments, wealth, business, and family continuity

Our service

What can we do for you

Investment strategy

Every investor has different goals. Together, we’ll design a strategy that fits your risk tolerance, time horizon, and long-term plans.

Mutual Funds and ETF

Mutual funds and ETFs make it easy to diversify and access global markets. We’ll help you find the right fit for your portfolio.

Qualified Investor Funds

Looking for higher-return opportunities? Qualified investor funds offer access to private equity, real estate, and innovative asset classes.

Investment properties

Real estate is a proven way to grow wealth over the long term. We’ll guide you through selection, financing, and ownership options.

Multi-Family Office

For clients seeking comprehensive wealth management. We take care of your investments, tax strategy, legal matters, and family legacy planning.

Why us?

What we bring
to our clients

Truly personalized approach

Your advisor is your long-term partner. That’s why they can offer solutions tailored to your life situation.

Independence and expertise

We don’t sell our own products, which means we can recommend truly objective solutions. Our private advisors also bring many years of experience in finance and banking.

Comprehensive coverage of key areas

From investments and taxes to legal matters and intergenerational planning. We help protect, structure, and grow your wealth.

Long-term partnership

We don’t focus solely on individual transactions. Our client relationships are built on trust, personal attention, and a long-term commitment to preserving and growing wealth across generations.

Stone & belter Team

Who will help you

Search among our colleagues

Contact us

Together, we find solutions for your finances

Stone & belter

Partnering with the very best