Your Financial Future Starts Today

Ready to start the conversation about your financial future?
Let's Connect

Guiding stewards of wealth since 1977

“The greatest privilege in life is helping someone succeed. We walk alongside our clients throughout their life to help them get to their greatest potential.”

— Jim Wyland, WealthStone Founder

OUR approach

PLAN

Wealth does not happen by accident but rather very much on purpose and with a plan.

BUILD

Growth is a product of strategy, time, and a smart team working with you.

PROTECT

Protection of wealth depends on a strategy to identify and implement options for obstacles that may lie ahead.

it's a team effort

We take the word ‘team’ seriously. We each bring a passion for our work, backed by decades of experience and a desire to serve your best interests, creating a team that would love to serve you and your family.

Experience wealthstone

With the big picture in focus, our tax, insurance, investment and real estate development teams will help you understand the steps needed to realize your goal.

 

Our services

PLANNING

Our holistic approach is evident in our team’s planning process focused on you and your goals.

Investment

Our team of strategists and analysts are able to help you make wise investments.

INSURANCE

In a world that is constantly changing. Our team can help protect what you have built.

TAX

Tax planning is a year-round process of identifying and implementing smart strategies.

based in columbus, serving across the nation

Proudly serving clients since 1977.

The wealthstone approach

Innovative leader for 40+ years

Based in Columbus, Ohio, our team serves a national spread of clients – from entrepreneurs to seasoned veterans of their craft and trade. We prefer to let our numbers speak for our abilities:

635 Million Dollars Managed as of 12/31/17

24 Dedicated employees serving our clients

Reach Us

Beginning the conversation is just a click away. Let’s connect.
5000 Horizons Dr
Columbus, OH 43220
(614) 267-2600
connect@wealthstone.net

Get In Touch