The diversity of services offered at WealthStone means one-stop for many clients who appreciate the the simplicity and security of an organized and integrated planning team.
We help our clients focus on the big picture; our planning, tax, insurance, investment, and business development teams understand the steps needed to realize this picture.
Guiding Stewards of Wealth
40 YEARS OF SERVICE AND COUNTING
WealthStone was started in 1977 as Professional Planning Consultants by founder James H. Wyland. From its inception, WealthStone has focused on the client-advisor relationship and has recognized the value of goal-oriented planning. For more than forty years, WealthStone has not only helped individuals build their personal wealth but has also consulted with entrepreneurs in the development of their wealth management and business planning strategies.
As a firm, we rely on an innovative and capable team to serve our clients. We partner with leading voices in financial services to offer best-in-class solutions to financial needs. WealthStone’s investment solutions offer a boutique advisory experience that provides professionally managed investment solutions for individuals, family offices, foundations, and endowments.
Utilizing world class solutions
DIMENSIONAL FUND ADVISORS LTD.
DFA has forged deep working relationships with some of the world’s leading financial economists to bring their latest theories and research to practice.
DFA manages $586 billion* within its mutual funds for investors worldwide, with 13 offices around the globe.
*as of 3/31/2018
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
Tamarac serves over 800 RIA firms, collectively managing more than $500 billion in assets.
Only Schwab has been in the trenches with independent financial advisors for over 30 years.
- $2.43 trillion in client assets
- 1.5 million corporate retirement plan participants
- 1.0 million banking accounts
- 7,000 RIAs served
EMONEY Advisor, LLC
Today, eMoney aggregates more than $1.7 trillion dollars in assets for more than 30,000 financial professionals across three countries and in all fifty states, serving a million end-clients.
In a manner unparalleled by any other system, eMoney has helped advisors win their clients’ confidence and loyalty.