Powerful Tools for
Practice Growth
Software, Lead Gen and Training
for Growth-Minded Advisors
Software
Build better retirement plans by analyzing your clients' taxes, income, and legacy potential.
Lead Gen
Cut through the noise with marketing programs and lead generation tools that convert.
Training
Rise above the competition with the industry's top training, coaching, and events.
Powering Growth-Minded Advisors
Reports Run
Stonewood reports let you evaluate taxes, income, and legacy potential between retirement strategies. See How
Advisors Trained
Join us at the next Innovate Conference, the industry's leading event on taxes in retirement. Register Now
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From seminars and emails to handouts and videos, Stonewood gives you the tools to educate and convert. Check Them Out
Industry Partners
The best in the business rely on Stonewood for growth. Ready to increase production? Let's Talk
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3 Advisor Tools for Our First Post-OBBBA Tax Season
It’s official: The IRS has opened the 2026 Tax Filing Season. Between now and April 15, nearly 164 million people will file an individual income tax return.
Many of those individual income tax returns will be significantly different from 2025, thanks to the One Big Beautiful Bill Act and the myriad of new tax provisions that retroactively apply to income earned in 2025.
Let's Make This Your
Best Year Ever.
Schedule a Demo
Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training will take you there. Learn how.
