phone: 804-272-8272

CONNECT

Address:

9011 Arboretum Parkway, Suite 180
Richmond, VA 23236

Phone:

804-272-8272

Fax/Other:

804-272-8269

Our Services

Stack Financial Group....

Stack Financial Group is a full service investment management and financial planning firm.  We specialize in financial planning for individuals, as well as small business owners, by helping clients work toward their goals in the areas of:

 

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Wealth Accumulation
  • College Funding
  • Risk Management Reviews
  • Tax-Efficient Investment Strategies

 

 

 

 

 


 

 

Investments We May Utilize

 

 

  • Stocks
  • Bonds
  • ETFs (Exchange Traded Funds) and Mutual Funds
  • Traditional and Roth IRAs
  • 401(k) plans, Simple Plans, SEP Plans, Pension Plans
  • 529 College Savings Plans
  • Lump Sum Rollovers
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Annuities
  • Life Insurance

 

 

 

 


 

Investment Management

 

  • Portfolios for long term investing and wealth accumulation
  • Fixed-income portfolios--taxable and tax-exempt

 

 

 

Investment Consulting

  • Existing portfolio analysis
  • Review and assess investment objectives and risk tolerance
  • Develop asset-allocation strategy to work towards objectives
  • Design and construct investment portfolios
  • Research and select independent money managers if appropriate
  • Review and report portfolio activity
  • Quarterly performance reports
  • Regular performance reviews

 

 

Cash Management

  • Money-market funds with checkwriting
  • Short-term strategies to provide yield while maintaining liquidity

 

 

 

Financial Planning

  • Net worth analysis
  • Income-tax and cash-flow analysis
  • Retirement planning
  • Analysis of pension, profit-sharing, and annuity distributions
  • Education planning
  • Consistent updating and reevaluation of plan

 

 

 

Wealth Preservation

  • Review trusts, wills, and insurance needs
  • Valuation and disposition of estate assets
  • Existing insurance policy analysis
  • Execution of stategies in conjunction with your tax and legal advisors

 

 

 

Retirement Plan Services

  • Pension, profit-sharing, and non-qualified plans
  • Evaluation and amendment of exisiting plans
  • Investment policy statement
  • Investment consulting services
  • Investment management

 

Fixed insurance products and legal services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.