Broker Check

It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to. 

Our Process

Our Process

Our Beliefs

Our Beliefs

Business Services

Business Services

Personal Services

Personal Services

Our Approach

At Stillwater Wealth Management, we use comprehensive wealth management solutions to help our clients keep their promises to their loved ones and to themselves. We draw upon our years of experience to provide our clients with personalized service that assists them in making the most appropriate decisions and achieving the financial lives they desire.

Stillwater Wealth Management is acutely aware of the public health concern due to the COVID-19 coronavirus, and we had proactively instituted a business continuation plan to serve our clients during this time of national crisis.

Our office employs technology available to conduct business over the telephone and in a virtual environment. If you would like to schedule a telephone call or a virtual meeting through your computer, please let us know.

As we closely monitor the instructions and guidance of the CDC, we will be adjusting our policy as necessary. The health and safety of our clients, staff and community are our greatest concern. Thank you for your business and for your patience and understanding during this time. 

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement  or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

Learn more

Still Unsure? We Can Help.

Thank you!
Oops!

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."