By Norm Cook, WEALTHSTONE ADVISORS President and CEO 

As we approach the end of the year, I would like to take this opportunity to briefly reflect upon 2019.

First and foremost, thank you. Thank you to our clients, partners, and the team at WEALTHSTONE ADVISORS for helping to make 2019 a record year. As we entered 2019, WEALTHSTONE identified several key areas of focus: grow our client relationships, improve our internal processes, establish pathways for personnel development, and deliver exceptional and consistent client experiences. Initiatives were created for each of these targets to facilitate our primary purpose to help people achieve their greatest potential. The results exceeded our predictions. We enjoyed a year of growth in the number of clients we serve and our assets under management.

Which leads us to 2020 and beyond. The best way to describe it? Intentional. Intentional as we continue to serve our existing clients. Intentional as we grow and develop new client and partner relationships. Intentional as we continue to improve. Intentional as we approach $1,000,000,000.00 in assets under management. (Yes, one billion dollars.)

And so here we are. 2019: a record year. 2020 and beyond: unlimited possibilities. Thank you all again for helping to make this vision a reality.

Wealthstone Advisors is 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.