Stone Pillars Wealth Management
Financial Services • 
Cottage Grove, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 1609 Landmark Dr, STE 106, Cottage Grove, Wisconsin 53527, US |
| Phone number | +16082133210 |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Retirement Planning, Risk Management, Portfolio Management, Tax Planning, Asset Allocation, CFP, Pension Planning, Investment Planning, Merger And Acquisition, Business Exit Planning, Cepa |
| Employees | 1-10 |
| Socials |
Key Contact at Stone Pillars Wealth Management
Jonathon Jordan
Founder
Stone Pillars Wealth Management Email Formats
Stone Pillars Wealth Management uses 2 email formats. The most common is {last name}{last name} (e.g., doedoe@stonepillarswm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@stonepillarswm.com | 66.7% |
{first initial} | j@stonepillarswm.com | 33.3% |
About Stone Pillars Wealth Management
We are unique in that we specialize in "Fulfillment Planning", financial planning woven into the fabric of our client's core values and life goals of family, faith, fitness and financial freedom. Ensuring they are shaped, strengthened, and fortified. We offer comprehensive FIDUCIARY financial consulting services tailored to your needs. Confidence and trust are paramount in making sound financial decisions. That’s why working with a Certified Financial Planner™ professional at Stone Pillars Wealth Management is essential. A CFP® has the knowledge and experience to provide solid guidance through the financial landscape, ensuring your financial future stands on a firm foundation. Our Services: Financial Planning •Investment planning •Retirement planning •Education planning Wealth Management •Portfolio management •Asset allocation •Risk management Tax & Estate Planning •Tax Planning •Estate Planning •Wealth Preservation Business & Exit Planning •Pre Merger and Acquisition •Financial and Real Estate Consulting •Retirement & Pension Planning Location: Madison, WI *We work with clients virtually from all over the United States.
Stone Pillars Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stone Pillars Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Stone Pillars Wealth Management has never raised funding before.
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