Stone Point Investments is an independent wealth management firm led by Briana Smith, serving Watertown, Lake Country, and surrounding communities for more than 30 years. Originally known as Ixonia Wealth Management at Ixonia Bank, the firm continues its commitment to personalized, client-centered financial guidance. It works with individuals, families, and businesses to help them build, protect, and transfer wealth, with an emphasis on lasting relationships and meaningful financial legacies.

Stone Point Investments offers financial planning and wealth management for every stage of life. Its services include retirement planning, investment and portfolio management, lifestyle planning, budgeting and cash-flow analysis, tax resources, estate strategies, insurance needs assessment, and guidance on managing money. The firm also provides educational tools such as retirement and savings calculators, market commentary, research, and other financial resources. Clients can arrange virtual appointments or meet with advisors at the firm’s Oconomowoc and Watertown offices. Its stated mission is to build trust, provide sound financial advice, and help clients preserve their financial future.