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Stone Wealth Strategies

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Stone Wealth Strategies

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Stone Wealth Strategies, formerly Stone CPA & Advisors. is a registered investment adviser.

Stone Wealth Strategies, formerly Stone CPA & Advisors Founded in 1996, our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

10/20/2026

REALTORS: Before year-end, make sure you're not leaving money on the table.

Join Larry Stone, CPA, for a complimentary educational workshop exploring common tax mistakes, retirement planning opportunities, recordkeeping considerations, and other financial topics relevant to real estate professionals.

Whether you're new to the industry or a seasoned professional, you'll walk away with ideas and questions to discuss with your tax and financial professionals.

📅 October 27, 2026
📍 6140 Tutt Blvd #100, Colorado Springs, CO

Register here: https://www.stonewealthstrategies.com/events/top-10-tax-mistakes-that-cost-realtors-thousands

10/16/2026

𝘿𝙞𝙙 𝙮𝙤𝙪 𝙠𝙣𝙤𝙬 𝙖𝙣 𝙃𝙎𝘼 𝙢𝙖𝙮 𝙤𝙛𝙛𝙚𝙧 𝙩𝙖𝙭 𝙖𝙙𝙫𝙖𝙣𝙩𝙖𝙜𝙚𝙨 𝙬𝙝𝙚𝙣 𝙪𝙨𝙚𝙙 𝙖𝙘𝙘𝙤𝙧𝙙𝙞𝙣𝙜 𝙩𝙤 𝙄𝙍𝙎 𝙧𝙪𝙡𝙚𝙨?

In this video, Larry breaks down three key benefits to understand:

✅ Potential tax-deductible contributions — depending on eligibility and applicable tax rules.

✅ Tax-free growth — earnings can grow tax-free within the account.

✅ Tax-free withdrawals for qualified medical expenses — when IRS requirements are met.

Understanding how an HSA works can help you make more informed decisions about healthcare costs and your overall financial strategy.

📩 Have questions about how an HSA may fit into your financial picture? Contact us to learn more.

📞 970-668-0772
📧 [email protected]

10/15/2026

Your mortgage decisions can have a lasting impact on your financial future. 🏡

In this video, Larry shares his perspective on The Wall Street Journal article by Laura Saunders, highlighting important considerations around homeownership, mortgage rates, and financial planning.

Understanding your options and how they fit into your overall financial picture is an important step toward making informed decisions.

📩 Have questions about your financial planning? Connect with us!

📞 970-668-0772
📧 [email protected]

10/14/2026

Building connections, sharing ideas, and learning from one another — that’s what community is all about!

Larry & Al shares a conversation about staying connected, getting involved, and learning from people with different experiences and perspectives. Whether you're an active investor, a real estate enthusiast, or simply someone who values meaningful connections, there's always something to learn from the people around you.

And of course… 😂 shoutout to Jack for the unexpected pop-up cameo! We were having a serious conversation until Jack decided to make a little appearance. Hahaha! You never know what might happen behind the scenes. 😂👀

At Stone Wealth Strategies, we believe that meaningful conversations and strong relationships matter.

📩 Have questions about your financial goals? Let's connect!

📞 970-668-0772
📧 [email protected]

10/13/2026

Last Saturday, Larry attended John Fisher’s Breakfast Club at Dazzle in downtown Denver, where he had the opportunity to co-host the event and connect with fellow investors.

Events like these create opportunities to exchange ideas, build relationships, and learn from others in the investment community.

Want to be part of the conversation? Follow Invest Success for updates on future events and opportunities to connect! 👥

10/07/2026

𝙅𝙤𝙞𝙣 𝙪𝙨 𝙛𝙤𝙧 𝙅𝙤𝙝𝙣 𝙁𝙞𝙨𝙝𝙚𝙧’𝙨 𝘽𝙧𝙚𝙖𝙠𝙛𝙖𝙨𝙩 𝘾𝙡𝙪𝙗! ☕️

𝙅𝙤𝙝𝙣 𝙁𝙞𝙨𝙝𝙚𝙧’𝙨 𝘽𝙧𝙚𝙖𝙠𝙛𝙖𝙨𝙩 𝘾𝙡𝙪𝙗 is bringing investors and professionals together for a morning of conversation and discussion about the market, what’s happening, what’s being bought, and what’s not working.

Larry Stone will be co-hosting the event and would love to see you there!

📅 Saturday, October 10
⏰ 8:00 AM MT
📍 Dazzle Jazz, 1080 14th Street, Denver, CO 80202

Come connect, listen, and be part of the conversation.

Register here: https://www.eventbrite.com/e/john-fishers-breakfast-club-from-invest-success-tickets-406563591647

10/07/2026

𝙊𝙘𝙩𝙤𝙗𝙚𝙧 15 𝙞𝙨 𝙧𝙞𝙜𝙝𝙩 𝙖𝙧𝙤𝙪𝙣𝙙 𝙩𝙝𝙚 𝙘𝙤𝙧𝙣𝙚𝙧. ⏰

If you’re among those who have an extended tax filing deadline and still need to submit your documents, now is a good time to make sure you’re getting everything together.

Missing or delaying important tax documents can make the process more difficult as the deadline approaches. If you still have outstanding items, reach out to your tax professional to confirm what’s needed and what steps you should take.

At Stone Wealth Strategies, we believe proactive planning can help you stay organized and better prepared for important financial deadlines.

Don’t wait until the last minute check your tax documents and follow up with your tax professional if you still have items outstanding.

Have questions about your financial planning?
Contact Stone Wealth Strategies at 970-668-0772 or [email protected] to connect with our team.

10/06/2026

Sometimes, making a difference starts with simply learning about the people and organizations serving our community.

Larry had the opportunity to attend a Centennial Rotary meeting and learn more about Brent’s Place, an organization dedicated to supporting families navigating a life-threatening medical crisis.

Brent’s Place provides a safe, supportive home away from home for families who travel to the Aurora area for critical medical treatment. Their work is a powerful reminder of what can happen when communities come together to support one another.

We encourage you to learn more about Brent's Place, follow their Instagram & page, and discover the ways you can support their mission.

A simple follow, share, volunteer opportunity, or contribution can help bring more awareness to an important cause.

10/05/2026

𝘼𝙧𝙚 𝙮𝙤𝙪 𝙥𝙧𝙚𝙥𝙖𝙧𝙚𝙙 𝙛𝙤𝙧 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙄𝙍𝙎 𝙩𝙖𝙭 𝙥𝙖𝙮𝙢𝙚𝙣𝙩? 💰

Continuing the conversation from Laura Saunders’ article, Larry breaks down an important tax-planning consideration: IRS withholding and estimated tax payments.

Watch the full video for Larry’s perspective, and stay informed about your tax-planning options.

Have questions about your tax situation? Contact Stone Wealth Strategies:
📞 970-668-0772
📧 [email protected]

10/02/2026

𝙒𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙨 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪’𝙧𝙚 𝙚𝙭𝙥𝙚𝙘𝙩𝙞𝙣𝙜 𝙖 𝙩𝙖𝙭 𝙧𝙚𝙛𝙪𝙣𝙙 𝙗𝙪𝙩 𝙨𝙤𝙢𝙚𝙩𝙝𝙞𝙣𝙜 𝙜𝙤𝙚𝙨 𝙬𝙧𝙤𝙣𝙜?

Another Wall Street Journal where Larry takes a closer look at the challenges taxpayers can face with IRS refunds, tax withholding, and the process of getting money back from the IRS.

This is the “My Attempt to Stop the IRS” article by Laura Saunders.

If you want to learn more contact us:

📞 970-668-0772
📧 [email protected]

Address

4875 DTC Suite 2-203
Denver, CO
80237

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19706680772

Website

https://www.stonewealthstrategies.com/

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