WHO WE ARE
Lodestone Wealth Management, LLC. serves clients from all professional backgrounds. Our roots in the greater-Spokane area fittingly represent our diverse client base: retirees, professionals, business owners, state and local government employees, and employer-sponsored retirement plans such as 401(k), SIMPLE, and SEP IRAs.
We specialize in establishing and implementing financial plans for professionals considering a transition to retirement. Our cost-conscious, fee-sensitive approach also resonates with young households committed to systematically investing towards established financial goals.
Dan has been helping individuals, corporations and foundations reach their retirement and investment goals since 1999. In our opinion, time in the market is more important than trying to time the market. We believe that by building globally diversified portfolios using a combination of low-cost investment products (ETF’s, Institutional Mutual Funds and individual securities) gives our clients the best chance to achieve their financial goals. We use financial planning software to ensure that clients stay on the path to financial independence.
Daniel is a Spokane native. His family has Spokane roots going back over 100 years; his father was a second-generation Optometrist who graduated from Gonzaga University in 1937 and played on one of the last GU football teams. Dan graduated from Ferris High School in 1977 and in 1981 from Gonzaga University with his Bachelor’s in Business, where also he played baseball in from 1978-81. Dan has been working in the financial services business for over 20 years, founding his own fee based advisory firm in 2009.
Dan has always been active in the Spokane community. Since 1983, Dan has coached Spokane youth sports of all ages in baseball, football, and basketball. His other interests are skiing, golfing, fishing, and playing handball. His greatest pleasures are spending time with family and friends, his beautiful wife Beth, his kids: Ryan 32, a UW Pulmonologist; McKenzie 30, successful in Spokane Real estate and Alexis 21, in the pharmacy program at University of Montana. He is additionally blessed to spend time with his 4 beautiful stepdaughters, Ellie 22 (Loyola University), Sarah 20 (University of Colorado), Anna 17 a Junior at Gonzaga Prep , and Julia 15 a Gonzaga Prep Sophomore.
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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.