Broker Check

We Value Our Independence

In a profession based on objective advice, true independence offers many choices intended to benefit the client. Choosing an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

As a leading independent broker-dealer, Cambridge Investment Research, Inc. allows us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. We are also able to provide unbiased recommendations and impartial guidance as well as the freedom to structure our business in a manner that best serves our clients..

Welcome to STONEHAVEN Wealth & Tax Solutions, LLC

Stonehaven Wealth & Tax Solutions, LLC is a comprehensive financial services firm in Appleton, Wisconsin, that has built a tradition of personal service and cultivating lasting relationships with our clients. We pride ourselves on our Christian principles, the values of integrity and honesty, and the belief in putting our clients first. Given the complex nature of the financial marketplace, taking organized steps toward a comprehensive financial strategy is a must. We offer a vast menu of programs, products, and services to meet your unique needs.

The character of the individuals we employ sets us apart from our competitors. Our staff aspires to provide a consistently high level of ethics, competency, and professionalism in order to promote and continually strive for advances and efficiencies within our industry, for our clients, and in the communities in which we serve.

Our mission is to instill confidence in our clients regarding their financial security by delivering solutions utilizing wealth and tax strategies.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Stonehaven, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Stonehaven, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Stonehaven surround you and your family with our leading insurance policies.