Tactical Asset Management

Enter your email address Below to Download the Report: Social Security Maximization, a Must Read Guide for Those Retired or Nearing Retirement.
Privacy Policy: We hate SPAM and promise to keep your email address safe.


“Rule No. 1: Never Lose Money.
Rule No. 2: Never Forget Rule No. 1.”

- Warren Buffet


Tactical Asset Management is a philosophy of capturing marketing gains, while avoiding market losses. It is our philosophy that the first step to gaining, is not losing.
At Stoneway Financial Services we focus on helping our clients find investment solutions that have a track record of success. We help our clients create investment strategies that are designed to manage their risks by taking advantage of known market trends, and leverage effective money managers.

Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.

Why wait to get started? Visit our Contact page or click the button below.