WEALTHSTONE ADVISORS was started in 1977 as Professional Planning Consultants by founder James H. Wyland. WEALTHSTONE focuses on the client-advisor relationship and goal-oriented planning. For more than forty years, WEALTHSTONE has helped individuals build their personal wealth and consulted with entrepreneurs in the development of their wealth management and business planning strategies.
JIM WYLAND, CHFC®
Founder | Chairman
When he founded WEALTHSTONE ADVISORS in 1977, Jim had a vision for one-stop for clients to receive comprehensive financial advisory, wealth management, and consulting services for both personal and business needs. He has achieved that vision for 40+ years.
PAUL BREEN, CPA/PFS
Principal, Tax Advisors
Paul is an owner and managing principal of WEALTHSTONE ADVISORS and its tax consulting and compliance services. He brings his extensive industry knowledge to bear when developing comprehensive financial advisory solutions.
We have built a business model and firm that is distinctive in our industry. Through these, we have the privilege of helping you achieve your greatest potential.