Why Five Stones Wealth Management?
Our Philosophy – The Foundation
Along with the benefits of truly independent, objective and unbiased advice, our first step begins with comprehensively understanding the specific needs, fears, and objectives of each client. Then through a defined and disciplined process, the most appropriate wealth management strategies are determined to help our clients accumulate, safeguard, and add significance to their ultimate wealth transfer. Along with complementing clients’ current advisory professionals, Five Stones utilizes a network of independent partners and specialists to provide a full suite of services including financial planning, investment management, trust and estate services, 401k rollovers, brokerage, insurance and charitable gifting strategies.
Our Approach – Clients First
We offer a unique approach that combines the highly specialized and personal care of a private office, with the research and vast investment options of the nations’ largest independent brokerage firm (based on total revenues, as reported in Financial Planning magazine, June 1996-20013).
We provide truly independent, objective, and unbiased advice, with no investment banking or proprietary products. We are free of any investment conflict of interest.
Why Five Stones Now?
Regardless of the current Goliath, what has not changed are people’s goals and life objectives. They want to take care of their families, live well, retire well, and leave significance in their legacy.
Our goal is to help bring perspective back to their wealth planning, faith and trust to their investments, and return significance to their savings. We want to restore purpose to our client’s portfolio.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 469-579-4555.