We would be happy to speak with you, or simply provide you with more information about Stack Financial Management. Please note, our minimum opening balance is $750,000 in a in a single account or $1,000,000 in two accounts – provided neither account is less than $250,000.
Please message us using the form below to request more information. If you elect to receive information via e-mail it will also include a link to a schedule a phone call with SFM professionals so that we can get to know more about each other and answer any questions you may have. If you prefer to receive information by paper mail please simply give us a call at 800-790-5001 to set up a meeting with members of our team.
For your security, do not provide private information such as account numbers or social security numbers