Lighting the Path to Generational Wealth
At Torchlight Financial Group, our mission is to enlighten, equip, empower, and help our clients execute a holistic, strategic, and personalized financial plan. We are committed to guiding individuals and families toward long-term financial success and security—today and for generations to come.
Our Story
An Experienced Team Working Together in Pursuit of Your Financial Goals
Stone Legacy Capital was founded with a mission of delivering forward-thinking, innovative financial advice to help clients achieve their financial goals. We believe the best way to support our clients is by taking time to listen to them and offer specific, custom solutions to the problems they face. Our family office approach allows us to do the heavy lifting so our clients have the confidence of knowing their financial lives are well cared for.
25+ YEARS
C om b i n e d E x p e r i e n ce
Our Services
Taking a family office approach, we incorporate a wide range of strategies to help ensure all aspects of your financial life are working together in pursuit of your goals.
Financial Planning
A comprehensive approach to guide your financial decisions.
Wealth Management
A diversified investment portfolio designed to meet your needs and navigate the risks you face.
Estate Planning
Custom estate planning strategies to help you leave a financial legacy for future generations of family members.
Financial Planning
A comprehensive approach to guide your financial decisions.
Wealth Management
A guaranteed source of retirement income you can’t outlive.
Estate Planning
The peace of mind of knowing your family is protected.
Medicare Planning
Insight and strategies to help maximize your Medicare benefits.
Our Process
Integrated financial
strategies driven
by your vision
Connect
We take time to get to know you, your family and your goals before offering any financial advice.
Connect
Strategize
Implement
Monitor and Adjust
We take time to get to know you, your family and your goals before offering any financial advice.
We take time to get to know you, your family and your goals before offering any financial advice.
We take time to get to know you, your family and your goals before offering any financial advice.
We take time to get to know you, your family and your goals before offering any financial advice.
Our Process
Integrated financial
strategies driven
by your vision
Connect
We take time to get to know you, your family and your goals before offering any financial advice.
Strategize
Once we understand where you currently stand and what you hope to achieve, we develop custom financial strategies specifically designed to meet your needs.
Implement
Once you’re comfortable with all recommendations, we efficiently implement your plan, with a goal of having your financial strategies up and running as soon as possible.
Monitor and Adjust
We consistently monitor your strategies and investments to help ensure they continue to meet your needs as your life and financial situation evolve over time.
Connect
Retirement Planning for Federal Employees
The Informed Fed: A Survival Guide to Federal Employee Benefits
Stone Legacy Capital’s founder, Bryant Stone, recently co-authored this insightful guide to navigating federal employee benefits. Learn secrets and tips to benefit success and avoid costly financial mistakes.
AFFILIATIONS
Our Trusted Industry Affiliations
At Stone Legacy Capital, our mission is to deliver forward-thinking, innovative financial advice to help you pursue your financial goals.
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Opinions expressed herein are solely those of Stone Legacy Capital LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Stone Legacy Capital LLC, an Investment Advisor in the State of North Carolina. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Stone Legacy Insurance LLC, an affiliated company.
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