Stonehaven Wealth & Tax Solutions

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Home 920-882-0427 We Value Our Independence In a profession based on objective advice, true independence offers many choices intended to benefit the client. Choosing an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals. As a leading independent broker-dealer, this allows us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. We are also able to provide unbiased recommendations and impartial guidance as well as the freedom to structure our business in a manner that best serves our clients.. Meet our Advisors Welcome to STONEHAVEN Wealth Tax Solutions, LLC Stonehaven Wealth Tax Solutions, LLC is a comprehensive financial services firm in Appleton, Wisconsin, that has built a tradition of personal service and cultivating lasting relationships with our clients. We pride ourselves on our Christian principles, the values of integrity and honesty, and the belief in putting our clients first. Given the complex nature of the financial marketplace, taking organized steps toward a comprehensive financial strategy is a must. We offer a vast menu of programs, products, and services to meet your unique needs. The character of the individuals we employ sets us apart from our competitors. Our staff aspires to provide a consistently high level of ethics, competency, and professionalism in order to promote and continually strive for advan

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