Welcome
Helping U.S. Expats and Digital Nomads Build & Protect Their Wealth
- Global Wealth Solutions for Americans Abroad
- Tax-Efficient Investment Strategies
- Planning for an International Lifestyle
Welcome to Stono River Wealth Management
Our Story
Our Services
Our Mission
We started Stono River Wealth Management with a simple goal in mind: to create a platform that makes it easy for people to connect with others who share their interests and passions. Our journey has been a long and winding one, but we're proud of what we've accomplished so far.
Our Mission
Our Services
Our Mission
Stono River Wealth Management is a fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth 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
Our Services
Our Services
- Investment Management
- Tax-efficient global portfolios
- ETF & stock-based investment strategies
- Risk management for currency fluctuations
- Retirement planning for expats
- U.S. tax optimization strategies
- Financial planning for Digital Nomads