OUR SERVICES

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Investment Management

After developing a thorough understanding of each client’s individual goals and objectives, a customized asset allocation is designed in a way that factors in the current investment climate while adapting to future economic and financial markets shifts.

Retirement Planning

Financial independence requires a multi-faceted approach including; robust financial modeling, effective investment management, cash flow planning, tax optimized strategies and on-going monitoring to address the ever-changing economic and financial markets environment you will face during retirement.

Financial Planning

As a CFP® professional, we are capable of helping clients in all areas of their financial lives. Whether you are planning for the future, trying to navigate the complexities of our tax code or wanting to invest your money wisely we can help you address all your wealth management needs.

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Bill Stone CFP®

Founder and Investment Advisor

In 2013, Bill became the founding member of 46 and 2 Investment Advisors.

Bill has dedicated the past 25 years serving clients as an investment advisor. He first earned his undergraduate degree in Business Administration from the State University of New York at Buffalo and his MBA from Wayne State University in Detroit, MI.

Bill began his career with The Ayco Company, LP, a Goldman Sachs company. At Ayco he provided wealth management services to corporate executives and officers of Fortune 500 companies.  In 2003 he joined Plante Moran Financial Advisors in Traverse City, MI where he served as a Relationship Manager providing wealth management and investment consulting services to high net worth individuals, corporate retirement plans and foundations/endowments. 

Bill has earned his CFP® (Certified Financial Planner) designation.