StoneCrest Wealth Management

Specialties

StoneCrest Wealth Management and our affiliates have been providing trusted investment management and financial planning services to high-​net-​worth individuals and business owners since 1987. Based in Chandler, Arizona, we provide comprehensive wealth management to a select group of clients across the country.

The integration of personalized financial planning services with the innovative investment platform provided by our strategic partners, Capital Analysts, Inc. and Lincoln Investment Planning, Inc., enables us to offer a unique level of wealth management service to every one of our valued clients. Our comprehensive approach helps provide confidence in an ever-​changing, dynamic financial world.

History

Established in 1987.

StoneCrest Wealth Management has been helping high-​net-​worth individuals and business owners meet their unique financial objectives since 1987. Whether you’re planning to retire or already enjoying a fulfilling retirement, our goal is to deliver customized financial solutions and strategies that protect your assets and enable you to enjoy every moment — without worrying about your financial outlook. As our many long-​term clients will attest, we deliver not only wealth management excellence, but also a high level of trust and confidence that comes only from strong, personal relationships.

Meet the Business Owner

Casey M.

Business Owner

President and managing principal at StoneCrest Wealth Management, Casey has been working with high-​net-​worth clients to help them achieve their personal financial goals since 1992. He is a FINRA registered representative (Series 7, 24, 63), CFP® professional, licensed agent for life, health, disability, long-​term care, and annuities. Casey also provides tax planning, trust planning and assists business owners with succession planning strategies as well as employee benefit programs.

Affiliated with CAI, Inc. and Lincoln Investment Planning, Inc., Casey is currently a member of the firm’s advisory committee, the purpose of which is to share ideas with its corporate officers to enhance the services for all the clients. Casey graduated from Arizona State University in 1990 with a degree in finance.

A Certified Financial Planner™professional, Casey was, once again, named one of NABCAP’s Top (Premier) Financial Advisors as published in the Phoenix Business Journal, June 2012.