Raleigh, NC - January 29, 2026 - Stone Legacy Capital, a wealth management firm headquartered in Raleigh, North Carolina, announced an expanded emphasis on integrated retirement and tax planning as part of its ongoing client planning framework. The announcement reflects the firm’s continued effort to address the increasing complexity individuals face when coordinating long-term financial decisions.
The initiative centers on aligning retirement planning considerations with tax-related factors, including Social Security timing, Roth conversions, and potential tax penalties. According to the firm, these elements are frequently interdependent and can influence long-term financial outcomes when evaluated independently rather than as part of a broader plan.
Stone Legacy Capital stated that the expanded focus responds to changing regulatory conditions and evolving tax rules that affect individuals approaching or living in retirement. By integrating retirement and tax planning discussions, the firm aims to provide a more cohesive structure for evaluating financial decisions over time.
“Retirement planning and tax considerations often intersect in ways that are not immediately visible,” said Bryant E. Stone Jr., CEO of Stone Legacy Capital. “This initiative reflects a deliberate effort to examine how those components interact within a broader financial plan, rather than addressing them separately.”
The firm’s planning process incorporates an assessment of income sources, tax structures, and long-term financial strategies within a single planning framework. Stone Legacy Capital noted that this approach is intended to support informed decision-making by placing financial variables into a broader context that evolves alongside a client’s circumstances.
Industry-wide, financial planning has become more complex as individuals manage longer retirement horizons and navigate shifting tax environments. Stone Legacy Capital indicated that its expanded emphasis is aligned with this broader trend toward coordinated financial planning models that account for multiple variables simultaneously.
The announcement also reflects the firm’s ongoing efforts to clarify planning processes for clients by reducing fragmentation across financial discussions. Rather than treating retirement income planning, tax considerations, and wealth management as standalone topics, the firm evaluates how these elements relate to one another over time.
Stone Legacy Capital serves individuals and families nationwide, with a focus on long-term financial planning and wealth management strategies. Information about the firm’s planning approach and scheduling options is available through its website and professional networking platforms. You may also refer to Bryant Stone's YouTube channel for more information.
About Stone Legacy Capital
Stone Legacy Capital is a full-service wealth management firm based in Raleigh, North Carolina. The firm provides financial planning services that integrate retirement planning, tax considerations, and long-term financial strategies within a unified planning framework.
Media Contact
Company Name: Stone Legacy Capital
Contact Person: Bryant E. Stone Jr.
Email: Send Email
Phone: 919-341-6462
Country: United States
Website: https://stonelegacycapital.com/
