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Portfolio Management

At StatonWalsh, we understand that effective investment and savings strategies are essential for securing your financial future. Our team of experienced advisors are here to guide you in making informed decisions and choosing the right investment tools to grow and preserve your wealth. Recognizing that every individual has a unique investment philosophy, we offer a range of strategies and platforms to let you explore the full spectrum of options available.  

Personalized Investment Strategies


This platform offers low-cost ETF investing, making it ideal for those seeking cost-effective and diversified investment options.


For those interested in direct indexing into individual stocks, Orion provides a robust and flexible platform that allows for a more hands-on approach to investing.

Maple Capital

For our high-net-worth clients, we offer access to Maple Capital, where you will be assigned your own CFA and investment team. This personalized service provides sophisticated investment management tailored to your unique needs.

Our Services

Investment & Savings Consultation

Our advisors work closely with you to understand your financial situation, risk tolerance, and investment objectives. We provide guidance on a variety of investment strategies and savings plans, assisting you in making decisions that align with your financial goals. While we offer robust investment options, we understand that you may have your own retirement plans and individual accounts. As such, we offer consultation services to help you make the most of these existing plans, even if you choose not to invest directly with us.


Personalized Investment Strategies

We respect that each client may have a unique approach to investment, and this is why we offer multiple investment strategies:


Investment Protection

Your financial security is our top priority. We have partnered with some of the most reputable custodians in the industry such as Charles Schwab Betterment and Axos, to ensure your investments are safely custodied. This provides an added layer of protection and peace of mind for our clients.


Facilitating Investment Discussions

Our advisors are available to facilitate discussions about your investment strategies, providing insights into your financial situation and proposing effective investment and savings plans tailored to your unique circumstances.


Why Choose Us?


Our team comprises professionals with comprehensive knowledge of investment and savings planning. We leverage this expertise to provide you with informed and strategic guidance, positioning you to achieve your financial goals.

Personalized Approach

We understand that everyone's financial needs and goals are unique. That's why we offer personalized consultations and strategies tailored to your specific situation and objectives.

Supportive and Collaborative

We're here to support you every step of the way, from understanding your financial situation to devising and implementing effective investment and savings strategies. Our goal is to make your financial planning process as seamless and stress-free as possible.

Contact Us

Effective investment and savings planning are vital components of comprehensive financial planning. At StatonWalsh, we're committed to providing expert guidance and strategic solutions to help you navigate your financial landscape with ease and confidence. Contact us today to learn more about how we can assist you in making informed financial decisions. Your journey to enhanced financial security begins here.

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