SB Wealth Partners with SA Stone Wealth Management

Highly Respected Hybrid Wealth Management Firm Selects SA Stone Wealth Management Platform to Support Firm Growth Initiatives, Bringing Over $200mm in Assets 

BIRMINGHAM, Ala. — April 1, 2019
SA Stone Wealth Management Inc. (“SA Stone”), a leading independent broker-dealer, and SA Stone Investment Advisors Inc. an SEC-registered investment advisor, today announced that SB Wealth of San Clemente, California, will affiliate their wealth management business with SA Stone Wealth Management. 

By affiliating with SA Stone Wealth Management, SB Wealth will have access to SA Stone’s comprehensive investment and wealth services inclusive of brokerage and advisory solutions, compliance and supervision resources and support. As SA Stone is a wholly owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL), new affiliates will gain access to INTL FCStone’s in-depth market intelligence platform, as well as comprehensive custody and clearing services. 

SB Wealth is known for delivering high touch client services and offering customized investment advice and solutions to clients nationwide. Founded in 2005, the firm has grown to more than $200,000,000 in assets under management. 

Jena Schuster, Chief Investment Officer at SB Wealth, adds, “We looked extensively for a broker-dealer partner that would add value for our business, be accessible to us and deliver exceptional service. SA Stone and their leadership team can deliver that for us. We look forward to working with them and experiencing a true partnership for future growth.” 

Jay W. Carter, President and CEO at SA Stone Wealth Management, commented on today’s news, “We are pleased to welcome Jena and SB Wealth to SA Stone. As a firm, we have worked hard to build a wealth management platform that will strengthen and foster growth for our affiliated advisors’ practices. Jena and her team are a perfect fit for the solution set SA Stone offers, and we have the platform and expertise to effectively support her business now, and as it evolves.” 

About SA Stone Wealth Management 

A leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), member FINRA/SIPC, together with its affiliated SEC-registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. SA Stone is a wholly owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL.) Further information on SA Stone is available at www.saswealth.com. 

About INTL FCStone Inc. 

INTL FCStone Inc., through its subsidiaries, is a leading provider of execution, risk 

management and advisory services, market intelligence, and clearing services across asset classes and markets around the world. 

A Fortune 500 company with a nearly 100-year track record, the company focuses on providing products and services within the commodities, securities, foreign exchange and global payments sectors. INTL customers include the producers, processors and end users of virtually every major traded commodity; commercial counter parties; and governmental, nongovernmental and charitable organizations. The company also serves institutional investors, brokers, professional traders, CTA/CPOs, proprietary trading groups, commercial banks and major investment banks. The company is listed on the Nasdaq under the ticker symbol “INTL.” 

Further information on INTL FCStone is available at www.intlfcstone.com

 

Media Contact
Jay A. Morakis
M Group Strategic Communications (for INTL FCStone)
+1 646 859 5951jmorakis@mgroupsc.com 

INTL-G 

2 Perimeter Park South, 500W Birmingham, AL 35243 

 SAStoneExecutiveOffice@saswealth.com