Your complete financial planning solution
Leverage comprehensive financial and investment planning services and strategies through our affiliate, StoneX Wealth Management*
FOREX.com and StoneX Wealth Management are both part of StoneX Group Inc.
Take advantage of our parent companies’ strength to grow your investments. StoneX Group Inc. is a NASDAQ-listed, Fortune-100 company with over 100 years of experience in connecting investors to global markets. As a global, publicly traded company, StoneX Group Inc. must meet the highest standards of corporate governance, financial reporting, and disclosure.
What services are offered?
- Strategic Financial Planning
- Estate Planning and Wealth Transfer
- Investment Planning
- Risk Management and Insurance
- Solutions for Business
- Workplace Services
- Tax-advantaged Financial Strategies
Why choose StoneX Wealth Management?
The size and strength of StoneX Group Inc. provides investors with the security that they need, but our personal touch and client care is what keeps them with us. Our team of wealth management professionals work closely with all clients, developing personalized plans that leverage their expertise and the reach that being part of StoneX Group Inc. offers.
Who is StoneX Wealth Management for?
We offer a comprehensive service that caters to individuals, families, businesses, and their employees, to help you address your needs today and for many years to come. Our team has years of experience and expertise within financial services and that knowledge is used to help investors to grow their wealth, prepare for the unexpected, plan for retirement and successions, and provide options for businesses looking to reward and retain their employees.
*Check the background of StoneX Securities Inc. on FINRA’s BrokerCheck.
Check the background of the FCM division of StoneX Financial Inc. on NFA’s BASIC system.
Accounts opened through StoneX One are currently available to U.S. persons only. Nothing on this site is an offer to sell or a solicitation of an offer to buy securities, futures, options, products, or services in any jurisdiction where doing so would be contrary to local law or regulation.
All investments involve risk, including loss of principal. Past performance of any security, future, option, or strategy is no guarantee of future success. Consider your personal financial situation, including your risk tolerance, before investing. View the StoneX One fee schedule at stonexone.com/pricing.
Securities products and services are offered through StoneX Securities Inc. (SXWM, dba StoneX Wealth Management), a registered broker-dealer and member FINRA/SIPC. View our Customer Relationship Summary at wealth.stonex.com/resources/important-disclosures. StoneX One accounts opened through SXWM are introduced to and custodied at StoneX Financial Inc. (SFI), and all customer orders will be transmitted to SFI for execution, clearance and settlement.
SFI is a member of FINRA/NFA/SIPC and registered with the MSRB. SFI is registered with both the U.S. Securities and Exchange Commission (SEC) as a Broker-Dealer and with the U.S. Commodity Futures Trading Commission (CFTC) as a Futures Commission Merchant and Commodity Trading Advisor. Exchange based futures and options products and services are offered solely through the FCM division of SFI, a member of NFA and registered with the CFTC as a Futures Commission Merchant and Commodity Trading Advisor.
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SXWM and SFI are wholly-owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX One is StoneX Group Inc.’s proprietary trading platform through which investors and traders can open securities and/or futures accounts. Not all products are available.
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