Testimonials

Having worked at multiple bulge bracket banks, I’ve seen how big financial institutions manage your money.

Don't get me wrong, they have many advantages. But one disadvantage is that you can get lost in the abyss: you get inserted into a pre-determined model and off you go.

At Stonewater Financial, we build and manage custom financial plans that suit each individual's unique situation. This plan is not just about what money goes where. It's a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.

Transparency is our first language and we pride ourselves in nurturing indelible relationships with our clients.

Whether you have a question about a tax implication, what assets to buy and when, where to find a good tax attorney, or if you can afford a bigger house - we'll be here to advise you.

Book a Consultation With Our Wealth Advisor Today

Steven Bernstein

President

Let's Make It Simple

✓ Tax Minimization

✓ Managed Investing

✓ Estate Planning & Trusts

We Strive To Grow Your Wealth

Unshakable Financial Planning in Turbulent Times

Don't let market volatility dictate your financial future. Craft a resilient plan that can ride the waves and safeguard what you’ve worked tirelessly to earn.

The U.S. economy has seen better days - a worldwide pandemic, supply chain interruptions, inflation, a run on the bank, and the list goes on.

Despite those challenges, it's still possible to prepare for whatever may lay ahead.

At the very least, one conversation with a wealth advisor can boost your confidence in your existing plan. At the very best, they can grow your assets and protect your financial future.

At Stonewater Financial

✓ Insurance

✓ Asset Protection

✓ Income & Benefit Optimization

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Your trusted partner in wealth management.

Every financial goal is a milestone waiting to be carved.

I'm interested

Years of experience in capital markets and finance

Independent Advisor

Professional & custom opinion on financial products and services

$1M

The minimum investible assets per client

You tell us about your financials goals and risk tolerance

We create a financial plan

We make your financial dreams a reality

Integrity

Comprehensive

Transparency

By Phone

(310) 402.2513

Location

1800 Century Park E Suite 230.

How To Get In Touch With Us?

E-Mail

info[@]stonewaterfinancial.com

Securities and advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC. California Insurance License #0G51436. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Don't Just Take Our Word For It

We are so grateful for you and all you have done for us and continue to do so we can sleep at night!

— Barbara, 2022

Becoming very elderly isn't easy but you play an important role in my life making it possible for me to have fewer worries.

— Carol, 2021

You are so important in my life and my confidence in how much of the future I have to look forward to.

— Carol, 2022

Our Approach

At Stonewater, my approach to wealth management is rooted in pragmatism and personalization. I don't chase the allure of high-risk, high-reward scenarios. Instead, I focus on capturing consistent gains while diligently mitigating excessive risks.

As I often say, 'I'm okay not hitting homeruns, as long as I'm protecting the downside.'

This philosophy proved its worth last year when our strategies effectively shielded our clients from significant market downturns.

I believe in tailoring each investment profile to the individual, taking the time to understand their unique risk appetites through in-depth conversations.

It's essential to remember that numbers, like '50%', might seem abstract on paper, but the real-world implications of, say, a $500k investment halving, are profound and tangible.

While every client has financial objectives, I've found that navigating the emotional journey of wealth management is often the most challenging aspect. It's worth noting: if you miss the 10 biggest days of the market, your performance will undoubtedly suffer.

But by protecting yourself from the market's worst days, you're safeguarding your investments. The market is unpredictable, and no one has a 'crystal ball.' I've seen many miss out on market rallies, with some even anticipating corrections.

However, my belief is in making proactive adjustments to ensure not only the preservation of our clients' wealth but its steady growth as well.

Navigating an emotional journey first and foremost