Holistic Wealth Management.
Personal, custom approach.
For more than 40 years, WealthStone has holistically addressed the challenges that our clients face with all aspects of Wealth Management. With a unique depth of experience and a personal, custom approach, we focus on solutions for complex problems.
We help our private wealth and institutional clients focus on the big picture; investment management, estate planning, tax, insurance and business development teams understand the steps needed to realize this picture. We strive to offer best in class service for our clients, a platform for our employees to develop personally and professionally and as a trusted partner for our strategic relationships.
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.