“The greatest wealth is the serenity of a well-balanced life, where financial security and personal happiness coexist in harmony.”
Our Approach
At Wealthstone, we pride ourselves on being a Fee-Only, Fiduciary Wealth Management Firm, adhering to the highest standards of integrity and loyalty to our clients. As a Registered Investment Advisor (RIA) Firm, our fiduciary duty legally obliges us to put your interests first, distinguishing us in an industry where such dedication is not always standard.
Our services include comprehensive financial planning, in-depth portfolio analysis, along with meticulous investment management, all delivered with a cost-conscious approach and the personalized touch of a boutique family office. We’re dedicated to thoroughly understanding each aspect of your financial and personal life, crafting a custom financial plan covering estate and tax planning, retirement planning, risk management, portfolio management, cash-flow planning, business exit-strategies, asset protection, and more.
Our experience, and capabilities allow us to advise a diverse client base, such as: corporate executives, closely-held business owners, medical professionals, retirees, affluent families, and successful young professionals.
Our clients’ assets are securely held at Charles Schwab, a global financial leader with approximately $8.8 trillion in total client assets, and known for their rigorous risk management, cyber security, vast array of investment options including alternative investments, and high service standards. Our relationship with Charles Schwab reflects our mutual commitment to excellence and trust, ensuring top-tier expertise and care for your investment portfolio.
The Value of an Advisor
Our Services
Communication is key
In an ever-changing market landscape, marked by significant headlines and economic shifts, Wealthstone excels in client communication. Our approach includes recurring, pre-scheduled reviews to evaluate your portfolio performance and financial plan progression. You will also receive a monthly newsletter which includes essential portfolio updates, timely financial planning news, and information about current events shaping our world, and the markets. Additionally, our “Money Minutes” podcast delivers a concise weekly summary of financial news and our perspectives, easily accessible on our website. At Wealthstone, we prioritize clear and continuous communication.
In-person and remote options
Our clients can meet with us in a manner that works best for their lifestyle; we can meet virtually, in-person at our Scottsdale office, or we can travel to you.
Our Latest Content
Money Minutes® Podcast
Our weekly market recap, released on Mondays, covering the prior week’s top market headlines, and our outlook for the week ahead.
Wealthstone Newsletter
Wealthstone’s exclusive monthly client newsletter.
Wealth:Unscripted
Through our client relationships, and network, we routinely come across individuals who have attained the pinnacle of success in their respective fields. Wealth:Unscripted® was created to introduce those individuals to the world.