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Natural Gas Planning

Leases, Pipelines, Taxes, Liabilities, Family Entities, Estate Planning, Trusts, Royalties, and more…

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Protect Your Money

Stone House has 7 Conservative options including Stone House Principal Protect to help you sleep at night…

An alternative to low interest CD’s

Retire With Stone House

We also specialize in planning your successful retirement from employers like P&G, local School Districts and more…

Retire Right With Stone House

Investment Management

Stone House Offers A Wide Variety Of Planning And Investment Options

Investment Management
Investment Management is what we do! We manage money for people from all walks of life and small businesses too. We offer a variety of practical, interesting, and innovative portfolios to fill the needs of our various clients. Stone House makes true diversification possible with our various management styles and levels of conservatism. Stone House allows you to dial in to the portfolio that is right for you. Click the links to the left to find out more about how we can manage your accounts.

Family LP’s, LLC’s, and Estates & Trusts

Wealth Planning Done Right!
We can help bring your plan together and coordinate professionals

Diversify & Grow Your Nest Egg

With Our Managed Portfolios...
18 portfolio options ranging from very conservative to aggressive

Retire Right With
Stone House

Trust the Stone House
team to protect and
grow your retirement.

Complex Situation?
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Let Stone House simplify your financial life, education,
planning and management.

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