How Your Assets Are Protected

We use a non-affiliated clearing firm to process our clients’ brokerage transactions, ensure said transactions are made in a prompt manner, and safeguard our clients’ assets. In addition to protection, convenience, and a sense of comfort, utilizing a clearing firm provides clients with important features including online and mobile account access, independent third-party account reconciliation, and streamlined account consolidation capabilities.

Through our broker-dealer, Stonehaven Wealth & Tax Solutions has selected Pershing, LLC. An affiliate of the bank of New York Mellon.