Purpose-driven wealth management
The Stonhaus Folland Wealth Management Group
888-274-5536
855-479-4550
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.
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.
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.
Our perspectives
Insights