New Clients

Thank you for your interest in StoneWolfe Financial. We welcome you to find out more about how we can assist you financially. We have a stringent upfront screening process that helps us determine if it is in both of our interests to work together.

First, we require you to meet certain financial criteria. If you want us to manage your portfolio, we need you to commit at least $50,000 initially. These assets will need to be transferred to T.D. Ameritrade.

Second, once you determine you meet the basic financial criteria, you must complete a comprehensive questionnaire. You’re welcome to attach copies of your brokerage statements instead of filling in those portions of the questionnaire. Many clients also write a brief personal letter when submitting their questionnaire that tells us more about your situation and how you need our help.

We’ll review your information and may call you to clarify certain issues. Once we determine you are a good fit for our practice, we’ll send you a written proposal for the services you’ve requested. You have the choice of accepting that proposal or not. 

StoneWolfe Financial works with clients in Missouri & Illinois.  Through a combination of phone, fax, email and regular mail, in home or office visits we can personally assist you with your financial planning needs.