Working With Us
What Can We Do For You?
WEALTHSTONE ADVISORS has been in the wealth management business since it was founded over 40 years ago. Based in Columbus, Ohio, our team serves clients nationwide. We work with individuals, families, and business owners providing an integrated approach to managing the various aspects of their financial affairs over the many cycles of wealth ownership.
One of our guiding principles is that the best answer to any financial question is never found in a single discipline. That’s why we’ve built internal teams and expertise in five key disciplines under one roof: wealth planning, investments, insurance, tax, and business consulting. This allows us to integrate opinions, come to a consensus, and lead our clients on their path towards financial freedom. This also enables us to address our clients’ financial affairs continuously rather than on a project basis, creating efficiency, momentum, and results.
Another one of our guiding principles is transparency. We actively seek to avoid inherent conflict of interests in our planning, advise, or recommendations that many other financial advisors have. Additionally we have, in one location, current data on all aspects of our clients’ financial affairs allowing us to keep them fully informed on a real-time and integrated basis.
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.