YOUR PARTNER IN ACHIEVING YOUR FINANCIAL GOALS
Buying and selling investments is the easy part. Without a roadmap to the destination, portfolio management is like a rudderless ship bobbing with the currents and battered by the waves of uncertainty. Defining and quantifying YOUR goals is at the heart of our disciplined approach to wealth management.
Strategies tailored to meet your unique goals.
It’s our conviction that wealth is created through a disciplined approach and long-term perspective. Investment volatility is an unwelcome aspect to market participation; your risk capacity is one of many factors behind personalized, goal-based investing and financial planning services we provide.
Contact us today to get started with your risk and financial profiles.
Will I have enough money saved and invested to retire?
There’s no set number that applies to everyone, which is why the planning process is so valuable. Your “number” (income needs in retirement) is wholly unique to your goals and values.
What can Lodestone Wealth Management do for me?
We believe that diversification is the bedrock of a sound portfolio. Volumes have been written about portfolio construction which amounts to equal parts art and science informing most strategies.
At Lodestone Wealth Management, we are a Registered Investment Advisor firm…as fiduciaries, we must put your interest FIRST! We further interpret this charter as not selling commission-based products to our clients and pursuing low-cost strategies when most appropriate. Acknowledging that strategies and risk-exposure should change over time, we offer portfolios that combine individual stocks, bonds, mutual funds, exchange-traded funds (ETF), and combine active, passive, and alternative or “smart” beta approaches.
What can Lodestone Wealth Management do for me?
We believe that diversification is the bedrock of a sound portfolio. Volumes have been written about portfolio construction which amounts to equal parts art and science informing most strategies.
At Lodestone Wealth Management, we are a Registered Investment Advisor firm…as fiduciaries, we must put your interest FIRST! We further interpret this charter as not selling commission-based products to our clients and pursuing low-cost strategies when most appropriate. Acknowledging that strategies and risk-exposure should change over time, we offer portfolios that combine individual stocks, bonds, mutual funds, exchange-traded funds (ETF), and combine active, passive, and alternative or “smart” beta approaches.
What should I look for in a financial advisor?
We do not sell financial products, and seldomly see the benefit to clients as insurance-based, commission-driven products such as annuities tend to be expensive, illiquid, disproportionately beneficial to the sales-person, and at times, unsuitable for clients.
As fee-based financial advisors, we believe that our clients’ are best cared for when incentives align. As your balance grows, so does our compensation.
Experienced financial planners.
How to get started.
1. Schedule an appointment
2. Meet with an experienced advisor
3. Get your money working
Have more questions?
Great! We're passionate about helping our clients. Let us know your question or comment and we'll respond in no time flat!
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Lodestone Wealth Management, LLC . (Lodestone Wealth Management) is an investment advisory firm, registered with the Securities Exchange Commission (SEC). It has made a notice filing in the state of Idaho and may only transact business in those states or states in which it qualifies for an exemption from registration requirements. Any direct communication by Lodestone Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Lodestone Wealth Management current ADV Part 2 Form, which contains a summary of the firm’s current business operations, services, and fees, is available upon request. A copy of the ADV Part 2 Form must be delivered to a prospective client before services can be rendered. Lodestone Wealth Management does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by unaffiliated third party providers, whether that information is linked to our website or incorporated herein. All such information is provided for convenience purposes only and all users should be guided accordingly.
Lodestone Wealth Management, LLC. has policies to protect the privacy of the personal information about our clients that we may obtain. We collect non-public personal information about you from the information we receive from you on applications or other forms, transactions with us or our affiliates. We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.
Lodestone Wealth Management, LLC. and affiliates do not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Likewise, each user should seek independent legal advice from a professional.