Stone Loft Wealth Management

Financial Services • West Chester, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	West Chester, Pennsylvania, United States
Website	stoneloftwm.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Charitable Giving, Equity Compensation
Founded	2025
Employees	1-10

Key Contact at Stone Loft Wealth Management

John Neal

Founder & CEO

About Stone Loft Wealth Management

We are a boutique advisory firm built to serve a select group of families with greater care, clarity, and connection. We provide personalized financial planning and investment management with a focus on long-term relationships, thoughtful decision-making, and straightforward advice. Whether you're growing wealth, planning a legacy, or navigating life transitions, we’re here as your trusted partner every step of the way.

Stone Loft Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Stone Loft Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Stone Loft Wealth Management has never raised funding before.

Frequently asked questions

Stone Loft Wealth Management is located in West Chester, Pennsylvania, US.

Stone Loft Wealth Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Stone Loft Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stone Loft Wealth Management

John Neal

Founder & CEO

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