Navigate Your Financial Future with Confidence-at home or abroad
We offer dual expertise: Domestic retirement planning AND international financial complexities. Retiring overseas is no longer just a dream—it’s a growing reality for many Americans. Whether you’re already living abroad or simply planning ahead, we specialize in wealth management for U.S. Citizens - whether living domestically or internationally
Our Mission
Stono River Wealth Management is a fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth famlies, U.S. expats and digital nomads navigate the complexities of cross-border financial planning. Our expertise in global investing, tax-efficient strategies, and wealth preservation ensures our clients achieve financial success—no matter where they live.
Our Services
- Investment Management
- Tax-efficient global portfolios
- ETF & stock-based investment strategies
- Risk management for currency fluctuations
- Retirement planning
- U.S. tax optimization strategies
- Financial planning for Digital Nomads