Content rating
Everyone
10+
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Content rating
Everyone
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About this app

This mobile app allows our high-net-worth clients and business owners meet their unique financial objectives. Whether you're planning to retire or already enjoying a fulfilling retirement, our advisors' goal is to deliver customized financial solutions and strategies that help protect your assets and enable you to enjoy every moment -- without worrying about your financial outlook.
Updated on
Feb 6, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
StoneCrest Wealth Management
christian.mahan@stonecrestwealth.com
118 S Kyrene Rd Ste 4 Chandler, AZ 85226 United States
+1 480-495-0008
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