Peavine Capital

Stillwater, in collaboration with its investment manager, Peavine Capital, offers a seamless and highly strategic investment solution that balances sophistication with simplicity. Through Peavine Capital’s institutional-grade management, Stillwater provides access to professionally curated portfolios designed to meet today’s investors’ evolving demands. Peavine’s deep expertise in asset management and commitment to rigorous due diligence allows Stillwater to deliver robust risk-adjusted returns while maintaining transparency and ease of access for clients. This partnership ensures that investors benefit from a high level of fiduciary oversight, operational efficiency, and performance optimization, all wrapped in a streamlined solution catering to sophisticated institutions and individual investors seeking clarity and control. Learn More

Mutual Advisors

Successfully managing an advisory practice involves significant effort and resources, so we rely on Mutual to help us operate efficiently. Mutual provides us with comprehensive compliance support, advanced technology solutions, and assistance with administrative tasks, allowing us to focus on our core business.


Instead of hiring an in-house team to manage these functions, we trust Mutual to handle them. Their expertise and experience working with other advisory groups like ours enable them to deliver services at a level that we couldn’t achieve independently.

 

Moreover, Mutual connects us with other advisory groups nationwide, facilitating the sharing of best practices, collaboration on strategies, and continuous improvement of our services. Through these connections, we stay updated on industry trends and developments, ensuring we provide our clients with the highest level of service possible. Learn More

Fidelity

We collaborate with various investment and insurance providers, but our primary choice is Fidelity Investments for holding client assets.

 

Fidelity provides a broad selection of investment products with competitive fees, a user-friendly technology platform, and outstanding customer service.

 

Our decision to partner with Fidelity underscores our commitment to offering our clients access to the best investment tools and resources.

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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.