Your financial future. Your path. Embarking on this journey alone can be daunting. That’s why at WEALTHSTONE ADVISORS, we invite you to walk with us – walk with us to your financial future.

At WEALTHSTONE, we believe that our first and foremost obligation is to uphold our fiduciary responsibility to you. This duty aspires to be the cornerstone of your long-term success by seeking to preserve your capital, growing your wealth, and helping you to achieve your goals.  Every decision we make is viewed through the lens of looking to serve you with the best people, systems, and processes – to assure you that you will sleep well in knowing that you have a team of people diligently working on your behalf.

In contrast to many other firms, we have been carefully constructing a team approach to investing through the establishment of an investment committee. We strongly believe that purposefully creating a team structure ensures the greatest value for you. The varied experiences of the investment committee members allows for a deep and robust dialogue surrounding every investment alternative to be utilized in your portfolio. Additionally, the investment committee structure seeks to:

  • Foster a coherent investment strategy and a clear understanding of a portfolio’s purposes and objectives
  • Impose discipline on the investment process
  • Provide checks and balances in decisions

You don’t solely rely on a single investment advisor or chief investment officer – you work with a team.

For the past 40 years, WEALTHSTONE has built a business model and firm that seeks to be distinctive in our industry. The implementation of the investment committee is yet another example of this distinctiveness allowing us to maintain our promise to you: WEALTHSTONE ADVISORS will walk alongside you throughout your life to help you achieve your greatest potential.

This was prepared by WealthStone LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee return or eliminate risk.