Stone House Investment Management, LLC.
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Natural Gas Planning

Leases, Pipelines, Taxes, Liabilities, Family Entities, Estate Planning, Trusts, Royalties, and more…

Find the right solutions!

Read More about Natural Gas Planning

Protect Your Money

Stone House has 7 Conservative options including Stone House Principal Protect to help you sleep at night…

An alternative to low interest CD’s

Read More about Protecting Your Money

Retire With Stone House

We also specialize in planning your successful retirement from employers like P&G, local School Districts and more…

Retire Right With Stone House

Read More about Retirement Planning

Inheritance / Lump Sum

Stone House Offers A Wide Variety Of Planning And Investment Options

Taxes On Inheriting Money Or Lump Sum

Inheritance / Lump Sum
Inheriting assets or receiving a large lump sum is rarely a bad thing, but the tax and investment ramifications can create confusion. Understanding the complex issues and making smart decisions regarding your new wealth can help you preserve it for a life time. Let us help you navigate through these issues and make the right decisions


Family LP’s, LLC’s, and Estates & Trusts

Wealth Planning Done Right!
We can help bring your plan together and coordinate professionals

Diversify & Grow Your Nest Egg

With Our Managed Portfolios...
18 portfolio options ranging from very conservative to aggressive

Retire Right With
Stone House

Trust the Stone House
team to protect and
grow your retirement.

Complex Situation?
Let Us Help

Let Stone House simplify your financial life, education,
planning and management.