StackStone Wealth is a registered investment advisor headquartered in Dubuque, Iowa, with additional office locations in Lake Geneva, Wisconsin, Marquette, Michigan, and Rockford, Illinois. Founded in 2026, the firm is owned by Balanced Growth Partners. StackStone Wealth offers personalized investment management, financial planning, and consulting services to individuals, families, high-net-worth clients, trusts, estates, retirement plan participants, businesses, and institutional investors. The firm uses a variety of investment strategies—including diversification, technical analysis, relative strength analysis, fundamental analysis, tactical asset allocation, and long-term and short-term holding—to build portfolios tailored to each client's goals, risk tolerance, and time horizon. Portfolios may include equity securities, fixed-income securities, alternative investments, mutual funds, exchange-traded funds, and independent managers. Additionally, the firm utilizes platforms like Pontera to manage held-away accounts and offers specialized services such as retirement planning, tax considerations, and education planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual management fee ranges up to 1.95% and can be structured as a flat percentage, flat dollar amount, or tiered fee schedule.