
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+8
We are one of the few truly independent boutique wealth management companies in South Africa. Our target market is the high net worth individual who is looking to retire or has already retired and has investable assets in excess of R10 million. Although there are many wealth managers within the industry, there are only a handful that have the unique skill set to engage in sophisticated high level planning that adds value across investment, tax and estate planning. Our business is based on TRUST. We are advice based, not commission based. We know money matters. We can offer advice in...
Investments,retirement planning,independent,wealth management,tax planning,succession planning,estate planning,wills,retirement specialists,advisors,trust advice,risk planning,and financial planning
Stone wealth management operates in the Financial services industry.
Stone wealth management's revenue is 11m - 100m
Stone wealth management has 11 - 50 employees.
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