An Insightful Perspective
Stillwater Capital understands the complexity our clients face when dealing with attorneys, accountants and their investments. We pride ourselves in our ability to coordinate advisors and create a cohesive strategy which allows clients to make the best decisions for their families.
We listen to our client’s needs, we are mindful of risk and we offer a client-focused wealth management process based upon innovative investment management and asset allocation strategies that are customized to each client's unique objectives. We employ a disciplined and comprehensive client risk tolerance assessment which is complimented by unwavering personal service. This approach has afforded us many years of success in positive client experiences and relationships.
Stillwater Capital Services
- 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