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2 Perimeter Park South, Suite 500W, Birmingham, AL 35243

1 (800) 292-2411
stonexwealthmanagement@stonex.com
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Tailor your path to financial independence
with confidence

We connect with clients to provide specialized opportunties to create & maintain
financial security for both you and your loved ones.

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Why choose StoneX Wealth Management?

The StoneX Wealth Management Private Client Group provides financial solutions for clients including individuals, families, businesses, and their employees. Our mission is to work with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.

Strategic Financial Planning

Estate Planning & Wealth Transfer

Investment Planning

Risk Management & Insurance Planning

Solutions for Business

Workplace Services

Tax Advantaged Financial Strategies

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Tailored wealth planning, your financial journey


StoneX Wealth Private Client Group works with clients to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.

Our vision, your financial future

Each financial situation is unique and we work to develop customized
financial solutions for every client by getting to know their specific needs, goals, and
priorities. Our team builds trust so that when complex financial decisions arise, the
Private Client Group is ready to offer quality advice and specific options.

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Powered by StoneX

Powered by StoneX

Our home firm supports more than 550 independent professionals with best-in-class service and products. StoneX Wealth Management is a wholly owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world.

Wealth Planning Insights

Useful Articles & Videos

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More

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