Wealth management solutions and support for financial professionals

Comprehensive product and advisory solutions

StoneX Wealth Management has developed an array of products and services to help you find the right solution for each client. Our staff includes product specialists in equities, fixed income, mutual funds, annuities, insurance and managed money programs.

Market Intelligence

We keep you informed with routine publications, webinars, timely market updates and third-party research.

Portfolio Management

Through our investment advisory services, StoneX Wealth Management makes available multiple asset strategies including equity and alternative strategies. We also provide multiple trade and portfolio updates.

Investment Solutions

Our on-platform brokerage solutions consists of stocks, bonds, and funds. Our on-platform advisory solutions consists of stocks, bonds, funds, and third party and proprietary money managers. Available off-platform for both brokerage and advisory solutions are structured products, annuities, and alternative investments.

Platform Expertise

Our platform partners on the investment side include Envestnet, CAIS, Crystal, First Trust, Luma, and Annuities. Our planning partners include RightCapital, MoneyGuide Pro, Moneytree, NaviPlan and eMoney.

More solutions

Lending

Through our integrated partnerships gain access to multiple banking and lending products.

Protection

Add to the services you provide with our variety of annuities, long-term care coverage, and life and disability insurance products.

Technology

Access top tools for selecting the right products for your clients. These tools simplify tough decisions for financial professionals, especially amidst regulatory changes.

Research

Gain access to top research providers like Zack’s, Argus, S&P, and Envestnet Strategists for high-quality, unbiased research and data on equities, fixed income, alternative strategies, and investment advisory.

Practice operation & resources

Building your digital brand
Streamlining your workflows
Optimizing technology
Continuity & succession support
Peer-to-peer engagement groups
Grow through acquisition

Support services

Advanced tech stacks
Support from our CIO and investment team
Market intelligence, research, media
Multi-clearing centralized with Envestnet
Customized dashboard with Salesforce
Digital account opening
Multiple planning software packages
Peer-to-peer community for best practices

The information on this web site is not an offer to sell or a solicitation of an offer to but any security, not shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc., StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Groups Inc. (NASAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients to the global markets ecosystem- providing them with institutional- grade market access, end-to-end clearing and execution, and high-tough expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing.