Helping you achieve your greatest potential. Yes, that’s what we do. But it’s also who we are. With an integrated team of experts in wealth planning, investment, insurance, tax, and business consulting, we’re positioned and structured to address all aspects of wealth management; to develop solutions for complex problems. But we are more than that. More than our expertise. It’s our character. We’re honest. We’re approachable. We’re transparent. We’re empathetic. We listen. It’s through this combination of expertise and character that we build trust and relationships – that we invite you to walk with us… And it is our privilege.
Our Promise To You
WEALTHSTONE ADVISORS will walk alongside you throughout your life to help you achieve your greatest potential.
The Approach For You
Wealth doesn’t happen by accident, but very much on purpose with a plan.
Growth is a product of strategy, time, and a team of experts working with you.
We will develop a strategy to identify and implement options for obstacles that may lie ahead.
Expertise For you
Meet Our UNIQUE OFFERINGS
WEALTHSTONE ADVISORS created the ARMADA consulting solution to serve the growing trend of investors dividing their wealth among multiple investment advisors to benefit from diversification of investment philosophies. ARMADA provides a comprehensive answer that simplifies a multi-advisor team into a time efficient and effective program with one set of reports for all investment assets.
Women 4 Women
WEALTHSTONE ADVISORS is excited to announce an upcoming and ongoing series Women 4 Women. Designed for women, by women, the initiative has 4 objectives: to Educate, Empower, Promote and Welcome women to a comfortable space to explore various topics with experts in their respective fields.
INSIGHTS For you
Family Wealth Advisor Chris Rule started off the new year with a new title, volunteering as the Pro Bono Director for the Financial Planning Association of Central Ohio. This new role followed his recognition as 2019 Volunteer of the Year in December. Most of his...
As we start the new year and a new decade, we at WEALTHSTONE ADVISORS want to share with you some of the exciting enhancements that we have implemented within our insurance department. We remain a full-service wealth management firm offering: Financial Planning...
The first WEALTHSTONE ADVISORS Women 4 Women event for 2020 featuring sisters, Mik Zazon and Catherine Zazon, along with WEALTHSTONE’s own Angela Neumann and Annie Sidwell brought about fifty women to the WEALTHSTONE office in Upper Arlington. The casual, intimate...