Stonevale Wealth Advisors provides fee-only financial planning and investment management for individuals and families in Northfield, Chicago, and nationwide.
Your finances don’t live in separate boxes. I help you bring your investments, retirement, taxes, insurance, estate plan, and day-to-day decisions together into one clear strategy.
Retirement planning is about more than choosing a date or reaching a number. I help you understand how your income, investments, taxes, Social Security, and healthcare can work together throughout retirement.
Of non-retirees believe their retirement savings are on track 3
This is intended for illustrative purposes only and is not indicative of any specific investment or strategy. Your results will vary.
Portfolio Allocation
$1,114,930
Invested across your plan
40%
U.S. Stocks
30%
International
20%
Bonds
10%
Diversifiers
Investment Management
Your investments should support your life, not become another source of stress. I build and manage diversified portfolios around your goals, timeline, tax situation, and comfort with risk.
I don’t prepare tax returns, but I do help you make financial decisions with taxes in mind. When appropriate, I can also coordinate with your CPA so everyone is working from the same plan.
If you've made it this far, you probably have a pretty good sense of who I am and how I think about financial advice. If you think we might work well together, I’d be happy to hear what’s going on in your world and see if I can help.
¹ Vanguard estimates that thoughtful asset location may add between 0% and 0.60% in annual value on average. Actual value varies based on an investor’s holdings, asset allocation, account types, tax bracket, circumstances, and time horizon. This represents potential value, not guaranteed performance. Source: Vanguard, “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha®,” July 2022.
