STILLWATER WEALTH MANAGEMENT

Stillwater wealth management

OUR JOURNEY

Stillwater Wealth Management Group provides transparent, customized solutions to achieve our clients’ financial goals. At Stillwater, we want our clients to understand what they are invested in and the rationale behind it. The founding members of the Stillwater Wealth Management Group are Tyler Wright and Richard Blumenfeld. Private wealth management, 401k company sponsored plans, retirement planning, and portfolio managements.

Tyler and Richard met in West Palm Beach, Florida in 2015. They immediately recognized three shared passions in life: finance, fishing, and faith. Tyler continued to work in Palm Beach with a commodities hedge fund while Richard continued to work in Boca Raton in wealth management. In 2017, Tyler joined Richard at his wealth management practice which greatly enhanced the practice’s financial planning capabilities, investment management, and client experience. In 2020, they formed their own independent investment advisory firm because of their commitment and dedication to their clients. When thinking of what to name the firm, they came up with a name that pays homage to the three areas that initially brought them together. 

“He makes me lie down in green pastures, He leads me beside still waters.” Psalm 23:2

Richard Blumenfeld

Tyler Wright

STILLWATER

VALUES

  • Transparency
  • Partnership
  • Excellence 
  • Integrity

STILLWATER

PROCESS

  • Introduction
  • Discovery
  • Implementation
  • Partnership

STILLWATER

SERVICES

  • Financial Planning 
  • Retirement Planning
  • Portfolio Management
  • 401(K) Company Sponsored Plans
  • Charitable Giving

OUR WEALTH MANAGEMENT TEAM

Richard R. Blumenfeld, AAMS

Richard R. Blumenfeld, AAMS

Richard is a principal of Stillwater Wealth Management Group and serves as Chief Investment Officer.

Tyler S. Wright, CPFA Wealth Management

Tyler S. Wright, CPFA

Tyler is a principal of Stillwater Wealth Management Group and serves as Chief Executive Officer.

FAQ

Our mission is to serve our clients in partnership towards successfully achieving their financial goals. Unfortunately we have seen that many people don’t have any financial goals established! Thus their investment portfolios have no strategy behind them, oftentimes diversification merely for diversifications’ sake. We believe in simplicity and clarity in our client relationships. There is a tremendous added value having skilled professionals handle your financial situation as we see the investment landscape through different lenses. Our clients understand the financial impact that partnering with an advisor brings to their families. 

We work with individuals, families, business owners, nonprofits, and corporations in the areas of retirement planning, financial planning, portfolio management, cash/treasury management, and company sponsored retirement plans. 

Our primary focus is on who we work with, not account sizes. If our practice can enhance your financial situation and our values align, we would enjoy the opportunity to work with you. 

We don’t charge any transactional fees or commissions for any of our services. We only receive compensation directly from our clients. We believe that a flat management fee aligns our interests with our clients and removes the possibility for any conflicts of interest.

Stillwater Wealth Management Group works with clients throughout the United States of America. 

Please visit our contact us page and reach out via email or a phone call. We will schedule a time to get together for an introductory meeting.

FAQ

Our mission is to serve our clients in partnership towards successfully achieving their financial goals. Unfortunately we have seen that many people don’t have any financial goals established! Thus their investment portfolios have no strategy behind them, oftentimes diversification merely for diversifications’ sake. We believe in simplicity and clarity in our client relationships. There is a tremendous added value having skilled professionals handle your financial situation as we see the investment landscape through different lenses. Our clients understand the financial impact that partnering with an advisor brings to their families. 

We work with individuals, families, business owners, nonprofits, and corporations in the areas of retirement planning, financial planning, portfolio management, cash/treasury management, and company sponsored retirement plans. 

Our primary focus is on who we work with, not account sizes. If our practice can enhance your financial situation and our values align, we would enjoy the opportunity to work with you. 

We don’t charge any transactional fees or commissions for any of our services. We only receive compensation directly from our clients. We believe that a flat management fee aligns our interests with our clients and removes the possibility for any conflicts of interest.

Stillwater Wealth Management Group works with clients throughout the United States of America. 

Please visit our contact us page and reach out via email or a phone call. We will schedule a time to get together for an introductory meeting.

CONTACT

STILLWATER WEALTH
MANAGEMENT GROUP

561-214-4125

5100 PGA Boulevard, Suite 313
Palm Beach Gardens, FL 33418

info@stillwaterwealthmgt.com