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Stone Lake Wealth Management, Llc

Stone Lake Wealth Management was founded to help clients turn savings into wealth.

Financial Services
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Headquarters
Riverside, Connecticut, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2016Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
5 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Stone Lake Wealth Management, Llc do?

The company describes its wealth management approach as goals-driven, aligned with client incentives, and managed by a seasoned professional. Its approach uses principles grounded in Modern Portfolio Theory and supported by historical market data.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

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Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWStone Lake Wealth Management, Llc listed #10 on Financial planning companies, September 18, 2026Open the published source list.
Stone Lake Wealth Management, Llc

#10 Financial planning companies

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026 and September 19, 2026. How the company lists are built.

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