PERSONAL. WEALTH MANAGEMENT

Our Focus

Fiduciaries

Many firms receive commissions, so buying and selling funds and trading on the accounts are encouraged regardless of how it impacts your financial plan or investment performance. We don't. 


As fiduciaries, we are legally and ethically bound to always act in your best interests. 


It's a standard we take seriously. After selecting the right investment allocation for your needs, we manage your plan within our mutually agreed upon guidelines. We then monitor and, when necessary, make adjustments to your investments to reflect the changes to your personal situation or financial goals. 


Putting "you" first is not just a tagline. It's how we serve. 

image1

Personal

Working with us will likely be different than with other firms. We'll first get to know you, your plans, and your goals. We'll treat you as a "human," not as an account; someone who has invited us to partner with their dreams. If you have other assets such as a business or practice, real estate or rental property, we'll include these in your overall plan, making certain that the pieces of your total wealth are aligned to create the best possible outcomes. 


Chances are, on the path of your financial journey you'll encounter a number of milestones. Buying a house. Starting a business. Saving for college. Going through a separation. We'll be there to assist you so that you can continue to have both confidence and peace of mind as you encounter these events. 


As your life changes, we'll adjust our plans to keep your financial goals on track. As opportunities come, we'll provide the information that will help you make a confident and well-informed decision. 


We'll collaborate - partner with you - through each phase of your life, so that your wealth continues to work for you throughout your journey. 

Mission

At Clearstone, our mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and - in time - transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them. 


To fulfill this mission we provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions. Our goal is to organize and simplify their entire wealth, including their financial life, so as to maximize their enjoyment of what they have achieved both now and in the future.