Stone Loft Wealth Management is a fee-only fiduciary firm based in West Chester, Pennsylvania, serving ultra-high-net-worth families and individuals nationwide. It focuses on clients with approximately $5 million to $50 million in assets and emphasizes personal relationships, coordinated advice, and transparent pricing. Each client relationship is led by a Certified Financial Planner, and the firm says it does not earn commissions, accept referral fees, or sell financial products.

Stone Loft coordinates financial planning across investments, taxes, estate strategy, executive compensation, charitable giving, gifting, and lending. Its services include comprehensive financial planning, estate and wealth-transfer planning, charitable strategies such as donor-advised funds and charitable trusts, and personalized portfolio allocation using low-cost, index-driven investment approaches. The firm also offers lending solutions and planning for executive compensation.

Its tiered assets-under-management fees are publicly posted, starting at 0.30% for the first $5 million, declining to 0.20% for the next $5 million and 0.10% above $10 million. Stone Loft invites prospective clients to schedule a consultation and serves families across the country.