Stillwater Capital Services

• Holistic Financial Planning & Wealth Management

• Coordination with Tax Advisors and Trust Attorneys

• Customized Investment Strategy & Management

• Pension & Retirement Plan Consulting

• Foundation & Endowment Advisory

Stillwater Capital Benefits

• Goal-oriented investment strategies

• Strive to decrease volatility

• Optimized asset allocation consistently reviewed

• Extremely high level of personal service

• Fee-only and transparent in our costs