StoneX Wealth Management is a registered investment advisory firm and independent broker-dealer serving investors and financial professionals across the United States and Latin America. As part of StoneX, it combines a global financial services network with personalized guidance, technology, and investment support. The firm works with individuals, families, and high-net-worth and cross-border clients, helping them address their specific financial needs and goals through a network of more than 500 affiliated professionals.

Its services include wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance, annuities, and personalized investment services. Advisors can also access tax-planning support, market commentary, calculators, educational resources, and other tools. For financial professionals, StoneX offers flexible affiliation options, platforms, advisory solutions, and business support designed to suit different practice models, including brokerage, advisory, and hybrid approaches.

StoneX states that it does not require or incentivize representatives to recommend proprietary investment products. Instead, it provides tools, support, and compliance oversight so professionals can develop recommendations they believe serve clients’ interests.