Meet Stone Capital WM

Your trust, our main asset.

About Us

Stone Capital Wealth Management

Stone Capital Wealth Management (Stone Capital WM) is a investment advisory company
located at Zonamerica and registered in the Central Bank of Uruguay. The
Company was created to cover advisory needs of its clients. Stone Capital WM
has a partnership with Insigneo Securities for booking clients in
Pershing LLC and with Julius Baer in Switzerland.

Our Way of Thinking

Our Clients

Their needs must come first. In our view they are the ones who pay our salaries. So we work for them. Their satisfaction and success translates in our own

Our People

Most valuable asset we have in our company.

Our Business Model

Focus on client`s needs to offer the right alternatives . We continuously strive to find the right balance between maximizing client`s return within his/her profile. Strong Compliance, Transparency, Discipline.

Our Brand

It is clear to us that the firm’s brand and reputation rests in our personal and professional behavior.

Our Culture

Our culture is unique and is founded upon the principles of entrepreneurship, accountability and partnership. Complacency and entitlement have no place in our firm.

Our Approach

Listen to clients. To keep our ability to execute the orders. To serve clients. From the most aggressive to the most conservative.

Investment Professional Team