About Us - Stillwater Wealth Management

Stillwater Wealth Management exists to help clients navigate unpredictable financial waters to pursue their chosen destinations. We collaborate with experienced CPAs, attorneys and other financial professionals to provide comprehensive financial planning advice and solutions to the following:

Affluent individuals
Business owners
Divorced individuals
Physicians
Professionals
Professional athletes

Technological advances, secure document storage, and web-based tools have reduced the necessity for a physical facility. As a result, at Stillwater Wealth Management we have eliminated the traditional office setting. This allows us to embrace the power of the virtual office with its streamlined electronic processes and harness its greater efficiencies. It liberates us to provide our clients specialized service and access.

When time to meet, we realize that the time of successful individuals is extremely valuable. As a result, rather than clients having to waste time coming to us, we bring our virtual office to you. The choice of location is yours: a casual conversation at a local coffee shop, a meeting at one of our many convenient contracted offices around the city, or in your home or office.

Similarly, we provide you with available access at any time of the day. No switchboards, no screened calls- you are given your CERTIFIED FINANCIAL PLANNER™ Professional’s direct cell phone number to contact him or her at any time.

Please contact us at 904-699-4987 to learn more about how we can help you.

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