The world has fundamentally changed. Having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe that building a solid financial plan is the most important step toward navigating today’s rapidly changing economic cycles and successfully reaching your objectives.

Our partnership was formed through a shared vision of a customized investment experience—one that fulfills our clients’ unique needs, goals, and aspirations for their legacy. We take a collaborative approach to wealth management that’s rooted in data. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. We build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning.

Collectively, we have over 50 years of diversified experience in research, investing, portfolio and risk management, and client servicing. As a fee-only fiduciary advisor we put clients’ interests above our own. We do not have our own proprietary funds which allows us flexibility in how we allocate money, providing best-in-class solutions that align with the current environment. By truly getting to know our clients, we combine market data with a deep understanding of their goals to create meaningful outcomes for the lives they envision. 

Interested in learning more or a second opinion on your portfolio? Book a complimentary appointment: https://outlook.office365.com/owa/calendar/StoneCreekInitialConsultation@mgo-inc.com/bookings/ 

Areas of Expertise:

Strategic planning: 
Tax Considerations, Income & Withdrawal Strategies, College Savings, Cash Flow & Budgeting, Charitable Giving, Estate Planning, Insurance Needs & Evaluation

Portfolio Management:
Investment Selection, Risk Tolerance, Asset Allocation, Portfolio Monitoring, Asset/Liability Matching, Goal Monitoring, Outside Asset Review


Insurance

Investment Management

Personal Finance

Stone Creek Advisors, LLC

Stone Creek Advisors, LLC's headquarters in Buffalo, United States

Description

People (3)

Marc Bernstein

Kasey Wopperer

Peter C. Borello

Jobs