Experienced Wealth Management Advisor in Reno

At Stillwater Wealth Management, we recognize the critical importance of fiduciary responsibility when it comes to your financial future. Our foremost duty is to act in your best interest, providing experienced guidance and comprehensive wealth management services that prioritize the safeguarding and growth of your financial assets.

Our team of seasoned wealth advisors is fully committed to upholding this fiduciary duty by crafting personalized strategies tailored to your unique financial goals, risk tolerance, and needs, ensuring that every decision is made with your long-term success in mind.

5/5

Exceeded My Expectations in Every Way

i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.

Joshua.

5/5

Exceeded My Expectations in Every Way

i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.

Joshua.

5/5

Exceeded My Expectations in Every Way

i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.

Joshua.

Achieve Financial Freedom with Comprehensive Wealth Management

Imagine a future where financial freedom is within your grasp. With Stillwater Wealth Management as your wealth management advisor, this can become your reality. We offer a wide range of services designed to cover every aspect of your financial needs. From investment planning to retirement strategies, our holistic approach ensures that every part of your financial life is optimized for success.

Tailored Strategies from Experienced Wealth Advisors

We don’t believe in one-size-fits-all solutions. Our experienced wealth advisors take the time to understand your specific financial situation and objectives. By tailoring our strategies to meet your needs, we ensure that you receive the most effective and efficient wealth management solutions possible.

Comprehensive Wealth Management Solutions For Your Unique Needs

Private Wealth Management with a Personal Touch

Personalized service is at the heart of what we do. We believe that strong, long-term relationships with our clients are essential to successful wealth management. At Stillwater Wealth Management, we prioritize your individual goals and preferences, ensuring that our strategies align perfectly with your vision for the future.

Secure Your Legacy with a Reno-based Wealth Management Firm

Planning for the future and securing your legacy is crucial. At Stillwater Wealth Management, we specialize in estate planning, wealth transfer, and other services to protect and grow your wealth for future generations. Let us help you ensure that your legacy is preserved and your financial goals are met.

Optimize Your Investments with Professional Wealth Advisors

Our team of wealth advisors is highly qualified and deeply trusted by our clients. With a proven track record of success, we have helped countless individuals achieve their financial goals.

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wealth management advisor

Achieve Financial Freedom with Comprehensive Wealth Management

Maximizing returns and minimizing risks are at the core of our investment strategies. Our wealth advisors use data-driven insights and market expertise to make informed decisions that optimize your investments. With Stillwater Wealth Management, you can be confident that your portfolio is in capable hands.

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Wealth Management for Individuals and Families

Stillwater Wealth Management offers personalized financial strategies and portfolio management designed to meet the unique needs of high-net-worth individuals, families, and business owners. Our comprehensive suite of services includes investment planning, estate planning, wealth preservation, and more. 


We are dedicated to building enduring relationships, ensuring your financial future is secure and prosperous.

  • Customized investment strategies for growth and stability
  • Expert estate planning to protect and seamlessly transfer wealth
  • Comprehensive wealth management for holistic financial well-being

Discover how Stillwater Wealth Management can help you achieve financial freedom and secure your legacy.

Wealth Management for Individuals and Families

Stillwater Wealth Management provides tailored financial strategies and portfolio management to support small business owners and entrepreneurs in achieving their financial aspirations. Our comprehensive services encompass investment planning, retirement planning—including 401(k), SIMPLE IRA, and SEP IRA strategies—estate planning, and wealth preservation.
We are committed to building lasting relationships to ensure your financial future is secure and thriving.
  • Customized investment strategies for business growth and stability.
  • Expert retirement planning with 401(k), SIMPLE IRA, and SEP IRA solutions.
  • Comprehensive wealth management for overall financial health.
Explore how Stillwater Wealth Management can assist you in reaching financial independence and securing your business’s future.
Protecting Your Wealth

Protecting Your Wealth

We offer comprehensive strategies to safeguard your assets from market volatility and unforeseen risks. By working with us, you ensure your wealth planning is secure, providing peace of mind for you and your family.

Investment Advisory Services & Management

Investment Advisory Services & Management

We provide tailored investment strategies and investment advice designed to align with your financial goals and risk tolerance. With our expertise, you can confidently navigate the markets, optimize your portfolio, and achieve sustainable growth. 


Funding Education

Funding Education

Planning for your children’s education can be overwhelming, but our advisors can help you create a tailored savings plan. Talk to us to secure your child’s academic future without compromising your financial stability.
Retirement Income Planning

Retirement Income Planning

Our expert income planning services ensure a comfortable and financially stable retirement. We help you maximize your retirement plans, savings, and investments so you can enjoy your golden years without financial worries.

Cash Management

Cash Management

Efficient cash flow management is crucial for financial health. Our advisors provide strategies to optimize liquidity and ensure you have funds available when you need them most.

Business Transition Planning

Business Transition Planning

Successfully transitioning your business requires careful planning and expertise. Let us guide you through the process, ensuring your business thrives even after you’re no longer at the helm.

Estate Planning

Estate Planning

Protect your legacy and ensure your assets are distributed according to your wishes with our comprehensive estate planning services. Partner with us to secure your family’s future and minimize potential legal complications.

Gifting & Philanthropic Strategies

Gifting & Philanthropic Strategies

Make a lasting impact with your wealth through strategic gifting and philanthropy. Our advisors can help you create a plan that aligns with your values and maximizes the benefits for both you and your chosen causes.

Strategic Tax Planning

Strategic Tax Planning

Our strategic tax planning services can help you optimize your tax situation and retain more of your hard-earned money. We provide tailored solutions to minimize your tax burden and enhance your overall financial strategy.

Financial Planning Services

Financial Planning Services

Our team is dedicated to helping you achieve your financial goals with personalized advice and expert guidance. We are dedicated to helping you navigate complex financial landscapes and make informed decisions for a prosperous future.