The Stonehaven Difference

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.