ABOUT US

- About Us -

Royal Stone Wealth Management

At Royal Stone Wealth Management, our top priority is securing your family’s financial future. Recognizing that each family has unique financial aspirations, we prioritize understanding your individual needs. Backed by a heritage of distinction, you can rely on us as your unwavering ally, committed to accompanying you on the journey ahead. Collaboratively, we will adapt to evolving goals, ensuring alignment with your financial objectives. Rest assured, the exceptional service and personalized attention you’ve grown accustomed to remain steadfast pillars of our partnership!

Faith • Family • Finances

Chad McAuliff, FSCP, RICP, CLU, ChFC, RFC

Founder | Financial Advisor

Both born and raised here, my wife and I call Broken Arrow our home. Growing up, I found the financial services industry to be intriguing and it sparked a passion for me to help families with their own unique financial puzzle. Being an Eagle Scout and enjoying the outdoors helped me to notice that many families lack a financial compass. This need to help others in the financial world led me to get a business degree from St Gregory’s University and complete multiple designations with The American College of Financial Services. With a solid financial background and ever-growing experience, my family and I try to teach others and our six children the importance of financial security and being prepared.

- Royal Stone Wealth Management

We are committed to bringing our clients the most innovative and effective financial solutions, combining years of professional experience with state-of-the-art investment technologies. 

Faith•Family•finances

About Our Firm

At Royal Stone Wealth Management, we are committed to delivering personalized wealth management solutions designed to meet the unique financial goals of our clients.

We partner with Advisor Resource Council (ARC), an independent Registered Investment Advisory (RIA) firm. ARC provides us with access to exceptional resources, collaborative expertise, and flexible business models, enabling us to focus on what matters most—helping our clients achieve financial success. By maintaining our independence, we aim to avoid conflicts of interest, such as proprietary products or sales quotas, ensuring that our advice remains objective and client-focused.

To stay at the forefront of innovation, we leverage AIQ's advanced investment management technology. AIQ's cutting-edge analytics and artificial intelligence allow us to optimize investment strategies and deliver sophisticated solutions tailored to our clients' needs.

We also work with leading custodians like LPL Financial and Charles Schwab to ensure the safekeeping of your assets. These partnerships provide robust platforms for executing trades and managing investments, offering flexibility and choice in custodial services.

At Royal Stone Wealth Management, our mission is to empower you with the tools, resources, and expertise needed to confidently navigate your financial journey.