Stone Creek Advisors

05/14/2026

We are proud to celebrate Nicole Newman of Stone Creek Advisors for being recognized as a Financial Leaders Honoree in the Wealth & Financial Advisor category.

Nicole is passionate about helping clients navigate wealth planning, succession and exit planning, and long-term financial goals with clarity and confidence. Her thoughtful approach and commitment to serving others make this recognition well deserved.

Congratulations, Nicole!

Read more about Nicole’s recognition here: https://rbj.net/event/financial-leaders/

05/06/2026

From the beginning, we had a clear vision for what we wanted Stone Creek Advisors to become. A firm grounded in trust and long-term relationships, where boutique guidance met institutional expertise. We laid out a path of milestones and goals to hold ourselves accountable along the way, creating a steady progression toward the firm we set out to build. Reaching $250 million in client assets was one of those meaningful markers. On May 5, 2026, we stepped onto this marker, nearly four years in, and it invites both appreciation and reflection.

This progress has been built deliberately over time, through a shared belief, disciplined work, and enduring relationships. Most importantly, Stone Creek Advisors has been shaped by the trust our clients place in us each day. That is something we value deeply and remain committed to earning with every decision we make.

Milestones like this are not endpoints, but part of the path forward, reminding us of the responsibility we carry and the standards we strive to uphold. We are proud of the incredible and dynamic team we have built, a group of people who care deeply about the work and the people behind it, and who genuinely enjoy showing up each day to do it.

Thank you to our clients, partners, and team members who have been part of this journey. We are just getting started.

04/17/2026

We’re proud to share that Stone Creek Advisors, in partnership with OneSeven, has been recognized as one of USA TODAY’s Best Financial Advisory Firms 2026.

This milestone highlights the strength of our platform and our dedication to delivering exceptional client experiences. It reflects our ongoing commitment to putting clients first and delivering thoughtful, personalized financial guidance every day.

Thank you to our clients for your continued trust.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, 2025, and 2026 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.

04/17/2026

Did you know that for most small business owners, 70 to 80 percent of their net worth is tied up in their company?

Because of this, every business decision you make is actually a wealth strategy decision. To ensure these daily choices lead to long-term financial success and flexibility, it is helpful to have a unifying framework.

In her latest article, Nicole Newman, MBA, CEPA, Vice President / Investment Advisor, shares practical advice on this very topic. By reading, you will learn:

- How to connect daily operational choices to your ultimate financial goals
- Why viewing your business through a wealth-building lens is so important
- Steps to create a framework that supports your long-term flexibility and peace of mind

"Bridging the gap between your business operations and your long-term wealth strategy is essential for lasting financial health," says Nicole.

We encourage you to read the full article to learn how to build a unified strategy for your future:

https://rbj.net/2026/04/16/small-business-owners-rochester-miss-strategy-wealth/?utm_medium=RBJ&utm_source=Act-On+Software&utm_content=Editorial&utm_term=What%20Rochester%5Cu2019s%20small%20business%20owners%20miss%20by%20separating%20strategy%20wealth%20%7C%20Viewpoint&utm_campaign=What%20Rochester%5Cu2019s%20small%20business%20owners%20miss%20by%20separating%20strategy%20wealth%20%7C%20Viewpoint&ActOnUniqueID=RBJ108570

Commentary: Small business owners in Rochester often separate business strategy from wealth planning, limiting long-term financial flexibility.

04/10/2026

Markets rarely break when things look obviously bad. They tend to crack when everything appears stable.

In our 2026 First Quarter CIO Letter, "A Narrowing Path," Co-Founder and CIO Kasey Wopperer explores the underlying pressures that are shifting the investment landscape. While the surface appears calm, a disciplined focus on capital preservation and downside protection is essential.

Key themes we are monitoring include:
- Markets pricing in a perfect outcome despite emerging cracks
- Hidden stress and opaque valuations in private credit
- Distortions from passive investing and concentrated large-cap stocks
- Rising oil prices, U.S. debt, and gold signaling fiscal concerns

“The goal is not simply to perform when conditions are ideal, but to endure when they are not,” explains Kasey. By adopting an Endure First, Then Perform philosophy, investors can navigate this narrowing path with confidence and care.

Read the full CIO letter for a deep dive into the current market landscape and our strategic positioning:
https://www.stonecreek-advisors.com/blog/2026-first-quarter-cio-letter-a-narrowing-path

Stone Creek Advisors’ Q1 2026 CIO letter explores a shifting investment landscape marked by narrowing market leadership, rising uncertainty, and the need for disciplined, active portfolio management.

03/27/2026

Accessing liquidity without disrupting a long-term investment strategy is a challenge many investors eventually face.

In this article, Nicole Newman of Stone Creek Advisors explores how borrowing against an investment portfolio (Lombard lending) can provide liquidity while keeping assets invested—and why the strategy requires discipline, conservative leverage, and careful risk management.

It’s a thoughtful look at the strategic benefits, potential pitfalls, and best practices investors should understand before using leverage against their portfolio.

Read the full article:
https://www.stonecreek-advisors.com/blog/borrowing-against-your-investment-portfolio-benefits-risks-and-lombard-lending-strategies

Learn how Lombard lending and securities-based borrowing allow investors to access liquidity without selling assets. Discover the benefits, risks, margin call dangers, and wealth management strategies.

03/24/2026

Clarity creates confidence.

Before building a financial plan, you need a clear understanding of where your money is coming from and where it’s going. A household income statement is the first step toward that clarity.

Our Household Income Statement Worksheet helps you organize your income, track expenses, and see your financial picture in one place.

Because when you have clarity, you can plan with confidence.

Download the worksheet and take the first step toward stronger financial planning.

https://www.stonecreek-advisors.com/resources/household-income-statement-worksheet

Download a free Household Income Statement Worksheet (PDF) to track income, expenses, and monthly cash flow. A simple budgeting and financial planning tool.

03/20/2026

We’re proud to share that the latest article, written by Nicole Newman, MBA, CEPA, has been featured in the Rochester Business Journal: Why I Left M&A: The Heartbreak of the Unprepared Exit

Before advising business owners on wealth strategy and exit planning, Nicole spent years on the other side of the table — evaluating deals, assessing risk, and seeing firsthand which businesses commanded premium outcomes… and which didn’t.

That perspective shapes how she works with clients today.

It’s not theory. It’s pattern recognition from real transactions —understanding what buyers look for, where deals break down, and what separates a well-prepared exit from a disappointing one.

Read the full article:

https://rbj.net/2026/03/19/why-i-left-ma-the-heartbreak-of-the-unprepared-exit

Commentary: Business owners must plan early for their exit to avoid valuation pitfalls, tax surprises and lifestyle gaps.

03/18/2026

We’re proud to share why Jonathan Domino chose Stone Creek Advisors.

For Jonathan, joining a firm built on integrity, transparency, and a truly client-first approach was essential. As a fiduciary, Stone Creek Advisors is committed to always acting in our clients’ best interests and creating customized portfolios to help them achieve their unique goals.

We’re grateful to have Jonathan on the team.

03/16/2026

As part of Women’s History Month, Stone Creek Advisors is hosting a webinar to celebrate the progress of women’s financial power.

Kasey Wopperer, Chief Investment Officer and Co-Founder, and Nicole Newman, Vice President and Investment Advisor, are using their combined 26 years of experience, as women in wealth management and finance, to advance women’s confidence to take charge of their financial future’s.

Attendees will be given the resources to better understand their current financial picture, identify when to work with a financial advisor, and discuss finances within a family.

📅 Thursday, March 26
⏰ 12:00 PM (ET)
💻 Free virtual webinar

Everyone is welcome—no matter your current level of financial knowledge. Come learn, grow, and build confidence with us.

🔗 Register here:
https://www.stonecreek-advisors.com/her-financial-future-2026

Join Stone Creek Advisors for a free Women’s History Month webinar on March 26. Learn how to build financial confidence, understand your finances, and plan your future with guidance from experienced women in wealth management.