The STN Group & Associates provides white-glove, concierge-level wealth management services to high net-worth individuals and families throughout the United States. A relationship with us allows clients to simplify the complexities of their financial lives through a tailored approach unique to them. Clients receive access to a skilled advisory team who functions as their financial advisor and can also provide access to a private banker.
Working with the STN Group & Associates begins with a conversation about your goals, priorities, and financial situation. While we understand the latest trends, risks and potential opportunities, the most important consideration is always understanding you and your priorities. Each member of our team is committed to helping you pursue your most meaningful goals, and we measure success against those objectives-- not the market.
Let us assist you in navigating market volatility, tax minimization strategies, portfolio diversification, lending strategies, next generation planning and asset allocation. Together, we develop a disciplined financial strategy and can make the task of planning for the future an exciting journey.
With leading advisors at the helm, our team is completely focused on providing a high level of client service, striving to exceed expectations, and creating a culture of collaboration and transparency that results in lasting relationships that extend to the next generation.
Discover what concierge-level financial service can do for you and your loved ones.
*Banking and Lending Services are through Bank of America, N.A.
Our most important consideration is understanding you and your objectives. Your personal goals and priorities should be at the center of all your financial decisions and form the foundation of your wealth management strategy. Our skilled and attentive team members understand the latest market trends, risks, potential opportunities, and the strategies to navigate them.At the STN Group & Associates, we believe that significant wealth requires tailored goals-based financial strategies that will see clients through today, tomorrow, and the long-term future. Managing wealth, deploying tax minimization strategies, legacy planning, and building diversified portfolios is complex. Your dedicated wealth management team simplifies those complexities by guiding a transparent process designed to help manage volatility and risk while maintaining a steady focus on long term wealth accumulation and preservation. Fueled by the resources and insights of a global wealth management institution and the convenient access to one of America's leading banks (Bank of America), we work together to develop the financial strategies that can help you pursue your most meaningful goals.When you choose to work with the STN Group & Associates, it is an investment in your financial future. We understand the importance of that decision and we look forward to the opportunity to serve you.
CPFA®, CPM®, CPWA®, CRPC™
CFP®, CPFA®
CPFA®, CPWA®, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
