STONEHAVEN WEALTH & TAX SOLUTIONS
SEC RegisteredWe Value Our Independence
About the firm
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. The firm operates as an independent broker-dealer offering non-proprietary products from a wide variety of companies. Its mission is to instill confidence in clients regarding their financial security by delivering solutions utilizing wealth and tax strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial guidance, wealth management, legacy/estate planning, and insurance services, providing a vast menu of programs, products, and services including non-proprietary mutual funds and life insurance tailored to clients' unique needs.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 267 | $87M |
| High Net Worth Individuals | 43 | $81M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STONEHAVEN WEALTH & TAX SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.