Tech-Forward and Responsive
Stone Ridge Advisors is a tech-forward boutique practice designed to serve you no matter where your work is taking you. The majority of our clients are based in New York and the West Coast. Client accounts are primarily held at Charles Schwab using totally paperless systems. Our state-of-the art portal provides a clear graphic overview of your portfolio and secure document exchange. We use advanced tax planning and estate planning tools to drive value beyond the portfolio because it's not just about money but your purpose in life. After every meeting we deliver a concise summary with action steps so you always know the state of your plan. We understand that things can come up at any time so we make ourselves directly available to our clients. And we have systems in place for accountability to keep you moving forward.