OUR APPROACH

Fundamentally different.

The Wealthstone Way

The WealthStone Way is fundamentally different. Because we address all the elements of your wealth and all the cycles of wealth ownership under one roof, the innovation is astounding. In contrast, when decisions are made in silos, there are unintended domino effects.

We’ve built our team approach with specialists working together on our client’s behalf, so you get all the depth that’s required to create a CORNERSTONE to build your plan.

Consensus

In the traditional model, people have separate conversations at different points in time with various advisors. Rather than a clear and cohesive vision, there is a patchwork quilt of varying opinions and pros and cons. By integrating our internal teams expertise with the perspective from your longstanding advisors, we reach CONSENSUS and clarity in vision regarding your best path.

Ownership

We take OWNERSHIP of the process. Once you’ve made the strategic decisions, we take the to-dos off your list and put them on ours. These are not separate, one-time projects or transactions, but are on-going plans that we pay attention to CONTINUOUSLY. This allows us to look ahead for you while you’re out doing what is more fulfilling for you.

Ownership

We take OWNERSHIP of the process. Once you’ve made the strategic decisions, we take the to-dos off your list and put them on ours. These are not separate, one-time projects or transactions, but are on-going plans that we pay attention to CONTINUOUSLY. This allows us to look ahead for you while you’re out doing what is more fulfilling for you.

Real-Time Integration

One of the simplest ways to facilitate great decisions is to have really CURRENT data in all aspects of your affairs, all in one location. With our Cornerstone wealth planning and investor portals, all your data is at your fingertips. At a moment’s notice, we can rally our teams and your other advisors to capture opportunities or work through obstacles. This REAL-TIME INTEGRATION of your up-to-date data and our collaborative teams allows us to figure out solutions in coordination, rather than working in silos and potentially creating unintended consequences.

You did the work. Let us help you make it last.

At WealthStone, we believe that you have worked hard to be where you are today. Now, let us help you reach your next goals. Allow our team to work for you with a passion for handling all the things you may lack the time, interest or experience to do yourself. Rather than hoping everything works out, we will help you create a plan to follow and walk alongside you to help you stick to it.

You did the work. Let us help you make it last.

At WealthStone, we believe that you have worked hard to be where you are today. Now, let us help you reach your next goals. Allow our team to work for you with a passion for handling all the things you may lack the time, interest or experience to do yourself. Rather than hoping everything works out, we will help you create a plan to follow and walk alongside you to help you stick to it.