Stone Water Wealth Management

How would you like to…

               Protect your wealth from potential areas of attack?
                   Grow your wealth safely and according to a well-defined financial plan?
                       Assure that you have the financial ability to accomplish your goals in life?

In a volatile world where the natural laws of economics and common sense are being violated at every turn, achieving one's financial objectives may seem nearly impossible.

We at Stone Water Wealth Management, LLC can help you plan out and implement a unique and comprehensive financial plan that will give you the opportunity to achieve your financial goals.

Your wealth represents your life's work and your current dreams. We would strongly urge you to find and work with a competent and ethical financial advisor that you can trust and who will work in your best interest. You deserve an advisor with who you have confidence in and who can be your partner over the long haul.

The strategies on this site are scrutinized for safety, profitability, and legality by a wealth preservation attorney who is an industry leader in asset protection, tax, and estate planning strategies that are designed to help you meet all of your financial goals in the least risky manner possible.

Some of these strategies may surprise you and challenge what you may have heard about the most effective ways to grow and protect your wealth.

This site is designed to provide you an education into some of the strategies we implement with our qualified clients. There is a lot of educational material on this site so you have the opportunity to learn about these exciting and revolutionary strategies at your own pace, and on your own terms.

"How Safe is
Your Wealth?"
Find out if you
could benefit from a
Financial Checkup

Can You Predict the Future?
Learn how well those who have tried have faired.

Download Educational Videos on Building
and Protecting
Your Wealth

Would you like to retire without risk (RWR)? Most people would say yes. Learn how you can RWR by reading the book with the same title. You will learn how to avoid stock market risk, grow wealth in a tax-free manner, and how to receive a guaranateed return of 7-8% (accumulation value) coupled with a guaranteed lifetime income you can never outlive.

Anyone who meets with one of our advisors receives a copy of this book for FREE.

Question: Your current team of advisors: Are they meeting your needs?

Our firm is familiar with the following (among other items):

The use of domestic LLCs, FLPs and offshore Asset Protection trusts, Guaranteed Income for Life Products, The Maximizer, International Tax Planning, “Freeze” Partnerships, Section 79, Equity Harvesting, Home Equity Acceleration, Fixed Indexed Annuities, 401(k) Plans, New Comparability Profit Sharing Plans, Defined Benefit Plans, 412(e)3 Plans (and carve out plans), ESOPs, Life Settlements, Reverse Mortgages, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, Long-Term Care Insurance, HRAs, Drug Carve-Out Plans, Section 125 Plans, HSAs, Corporate Structure and many more topics.

Look at the above list and be honest with yourself. Do your current advisors know these useful tools? If not, do you think you are receiving the best advice possible when it comes to Asset Protection, Estate Planning, Income and Estate Tax Planning, Financial Planning, Business/Corporate Structure. Don’t you and your family deserve the best advice? If so, then you should contact our firm for a review of your current plans (or lack thereof).

We personally invite you to call us today at to arrange for your free, no-obligation consultation.

REGULATORY DISCLOSURE:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Stone Water Wealth Management, LLC, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Stone Water Wealth Management, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Mark R. Peters. Stone Water Wealth Management, LLC and Mark R. Peters are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted.

Pay Off Your Mortgage
5-15 Years Early --
Without Changing
Your Lifestyle!

"The Client's Interest
Always Comes First"

What Can A CWPP Advisor
Do For You?

As dedicated professionals, we continually strive to be better financial practitioners through relentless learning and application. That's why we earned the certification of Certified Wealth Preservation Planners (CWPP).

What can a CWPP advisor do for you?

CWPP Advisors are well versed in a broad range of financial strategies so that we can choose the ones we believe will best serve the needs of our clients.

We are also networked as a team with some of the most elite experts in most of these financial strategies.

This means that no matter how complex your financial situation is, we are able to provide meaningful guidance on most any topic.

We are committed to putting your interests above our own, because it 's the right thing to do--and because we believe that creating the greatest value for our clients is the best for them, and us.

To get "up to the minute" newsletters on financial strategies you may want to know about, give us your e-mail address and we'll send you your first issue right away.

If you want to learn how to pay off your mortgage 5, 10, 15+ years early, please click here.