About Us
We have built a firm dedicated to expertly managing the wealth and affairs of discerning clients.
Our Mission
Empower individuals with sophisticated portfolio management and seamless advisory services, ensuring transparency, accountability, and alignment with their needs.
Our Story
Dedicated to democratizing the benefits of a single-family office, Stone Temple has built a partnership that manages the wealth and affairs of select families, including our own. Leveraging our deep experience, we united to create an innovative platform that provides the sophistication of services and investments found in large single-family offices.
Meet the Team
Our team of experts bring together decades of experience across the financial services industry.
Our Values
1.
Integrity
Uphold a strong moral compass, delivering passionate, high-quality service with honesty and fairness.
2.
Collaboration
A culture of diverse perspectives and active listening, where autonomy and teamwork thrives to drive innovation.
3.
Improvement
Focused on individual and company-wide growth through continuous learning and evolution.
4.
Empowerment
Encourage responsibility, and participation, to empower individuals to contribute with their strengths.
Our Approach
1.
Independent
We are never beholden to investments or wealth structures that do not put our clients’ interests first.
2.
Proactive
We tirelessly seek opportunities to preserve and grow our clients’ wealth and enhance their lives and legacies.
3.
Sophisticated
With intelligence and experience, we pioneer dynamic wealth strategies and create access to exceptional investments.
4.
Passionate
With focus and determination, we discover new ideas, simplify the complex and partner with our clients.
