in
Dallas, USA
Category:
Financial planner
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Address details
14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
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Coordinates
N32° 56' 30.62049" W96° 49' 22.8629"
(32.9418390247801, -96.8230174717412)
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Business hours
Monday 7 AM–9 PM
Tuesday 7 AM–9 PM
Wednesday 7 AM–9 PM
Thursday 7 AM–9 PM
Friday 7 AM–9 PM
Saturday 8 AM–5 PM
Sunday Closed
Info
Stonewater Financial Group blends research-driven portfolios with day-to-day practicality. Anchored in Investment management Dallas investors appreciate, we tailor allocation to your goals and time horizon, emphasizing diversification and cost control. We integrate tax-efficient investing techniques—asset location, thoughtful rebalancing, and strategic loss harvesting when appropriate—so more of your return can compound. Your investments sit within a broader plan covering retirement readiness, insurance and risk management, estate coordination, and cash-flow clarity. We provide simple dashboards, proactive reviews, and education that keeps the focus on controllable levers like savings rate, allocation, and behavior. Whether consolidating old accounts or navigating equity compensation, we organize the moving parts and give you a concise action list. Stonewater Financial Group delivers a calmer investing experience with purpose, transparency, and steady follow-through.
(972) 348-6323
