Stonehaven Wealth & Tax Solutions, LLC.

Stonehaven Wealth & Tax Solutions, LLC is a wealth management firm in Appleton, Wisconsin. The firm provides a comprehensive range of financial services, including investment management, retirement planning, tax strategies, and insurance solutions such as life, disability, and long-term care insurance. They serve clients through specialized offerings like 401k planning, estate plans, and brokerage accounts. The firm maintains a 5.00 rating.

As an independent broker-dealer, the firm focuses on providing unbiased recommendations and impartial guidance by offering non-proprietary products, including mutual funds and life insurance, from various companies. The team is comprised of professionals such as Brian M. Much, a CPA and wealth and tax strategist, along with specialists in tax strategy and wealth management. The firm operates based on Christian principles, emphasizing integrity, honesty, and a client-first approach to building long-term financial security through tailored wealth and tax strategies.

Located on S Westland Dr, the office is situated near Mud Creek and a short distance from West College Avenue. The business is approximately 0.2 miles from Fire Station 2 and 0.3 miles from the Kaldas Center.

The business maintains well-documented information online, and its digital presence is easily accessible to those searching for financial expertise.

Stonehaven Wealth & Tax Solutions, LLC provides personalized financial planning and tax strategies to help clients in Appleton secure their financial futures.