Purpose-driven wealth management

The Stonhaus Folland Wealth Management Group William C. Stonhaus, Brent N. Folland, Cathy A. Medellin, Laura Cornell, Meredith Deeann Westerman, David Rosenthal

The Stonhaus Folland Wealth Management Group


phone

888-274-5536



phone

855-479-4550





address

Fig Garden Financial Center
5200 N Palm
Fresno, CA 93704



Our office locations

San Jose
50 West San Fernando Street
8th Floor
San Jose, CA 95113

San Francisco
555 California Street
Suite 3400
San Francisco, CA 94104

Fresno
Fig Garden Financial Center
5200 North Palm
Suite 101
Fresno, CA 93704

We develop long-lasting relationships across generations by providing purpose- driven wealth management that aligns your financial resources with your goals.

We understand that the lives of today’s wealthy families are complex. It’s more important than ever to have the steady guidance of an experienced team of professionals that understands the challenges you face throughout life’s important personal and business milestones.

Individuals and families with investable assets of $10 million and more are best served by our comprehensive services. Why clients choose us:

  • We always put your interests first
  • We are efficient and consistent when executing your wealth plan and investment strategy
  • We offer a high-touch, personalized client experience that helps simplify your life

Our philosophy

Our approach to wealth management helps you clearly understand where your money is—and why. We help coordinate your financial resources with your personal goals.

  • Start with a plan
    We help you define your goals and your priorities by listening to what is important to you and your family.
  • Invest with a purpose
    We construct an investment portfolio that seeks to provide you with a high probability of reaching your specific goals.
  • Recommend suitable investment solutions
    We provide appropriate, tax-efficient solutions.
  • Manage your emotions
    We provide a disciplined, trusted approach for each client to manage their emotions when making important financial decisions through every market cycle.
  • Review regularly
    We meet quarterly to provide the opportunity to review, rebalance and discuss any changes with your goals or priorities.
  • Get the most from our team
    We enjoy serving our client’s many financial needs and building long-trusted relationships.

Financial planning

Our planning process is comprehensive. We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. The result is a collaborative, disciplined process that tackles your most complex financial needs.

Our comprehensive wealth planning approach includes:

  • Retirement income planning
    Our team can work with you to help protect your lifestyle and livelihood in retirement.
  • Trust and estate planning strategies
    We can help with protecting your assets, reducing estate tax exposure, transitioning wealth to future generations and pursuing philanthropic endeavors.
  • Tax strategies
    We help create tax-efficient portfolios and construct highly customized family gifting solutions.
  • Tailored lending and business planning
    We offer access to innovative personal and business solutions such as securities backed lending, mortgages and tailored financing.
  • Insurance
    We objectively analyze all your current policies—including long-term care—to determine whether they meet current and future needs.
  • Philanthropy
    Our advice addresses your philanthropic mission statement, as well as assessments of your current charitable goals, contributions and associations.

Goals-based investing

When you work with us as a client, we help ensure you are prepared for opportunities and protected in times of market turbulence. We tailor your asset allocation and risk management to your short-term objectives and long-term goals.

By separating assets specific to maintaining your lifestyle from those earmarked for your legacy, we create portfolios for the capital you’ll need to meet particular goals or within certain timeframes. This goals-based approach allows us to align your strategy along the timetable that is right for you.

The liquidity strategy

The liquidity strategy helps you manage cash flow for near-term spending such as:

  • General living
  • Entertainment and travel
  • Taxes
  • Purchasing a home
  • Tuition expenses

The longevity strategy

The longevity strategy includes the resources and needs over the course of your life:

  • Retirement
  • Earning potential
  • Healthcare and long-term care
  • Second home
  • College
  • Caring for aging parents

The legacy strategy

The legacy strategy seeks to help you improve the lives of others through:

  • Giving to family and loved ones
  • Making an impact on philanthropic organizations
  • Wealth transfer over generations

Client experience

Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service.

What you can expect from our team:

  • Continual goals-based planning
  • Unbiased advice
  • Tax-efficient investment allocations specific to your goals
  • Disciplined rebalancing of your investment allocation
  • Behavioral guidance so you don’t get sidetracked by the latest investment fads or headlines
  • Integration with your CPA and attorney

Trusted client service.
We believe clients rely on our proactive client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues, from setting up online services to handling financial statements.



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