At StackStone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lake Geneva, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
StackStone Wealth provides financial planning services including investment management, tax and retirement planning strategies, estate planning, executive compensation benefits, wealth preservation, family finances, and charitable giving.
Where is StackStone Wealth located?
StackStone Wealth is located at 835 Geneva Pkwy N, Ste 2, Lake Geneva, WI 53147, United States.
What are the business hours for StackStone Wealth?
StackStone Wealth is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Fridays from 8:00 AM to 3:00 PM. It is closed on weekends.
How can I contact StackStone Wealth?
You can contact StackStone Wealth by phone at +1 262-728-4000 or via email at StackStoneWealth@ampf.com.
Does StackStone Wealth offer online appointments?
Yes, StackStone Wealth offers online appointments along with onsite services.
Where can I find more information about the professional background of StackStone Wealth?
More information about their professional background is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.
Which nearby legal services might complement financial planning services offered by StackStone Wealth?
Nearby legal services such as Egert Law SC, specializing in business and estate planning law, and Principe Immigration Law can complement financial planning for comprehensive advice.
What recreational options are available near StackStone Wealth for clients visiting the area?
Clients visiting StackStone Wealth can enjoy nearby recreational facilities like ETS Lake Geneva, which offers gym and arts and entertainment services.
If I need to run errands before or after visiting StackStone Wealth, what nearby stores are available?
Nearby stores include Walmart Lake Geneva for general shopping and Claire's Walmart for fashion accessories and beauty services.
Are there dining options near StackStone Wealth for clients who want to grab a meal?
Yes, Rancho Los Aceves, a Mexican restaurant and farm, and McDonald's fast food restaurant are conveniently located near StackStone Wealth.