Goldenstone Wealth Management is an independent investment management and advisory firm. Our Founders strive to help their clients succeed in meeting their financial goals. We help grow and preserve wealth for individuals, business owners, and institutions, recognizing each client is unique. Driven by our mission and constant desire to exceed your expectations, we build and custom-tailor portfolios, financial plans, and solutions appropriate for you.

Our collective experience spans over 45 years, managing millions of dollars for clients in small investment boutiques as well those in one of the nation’s largest wealth management firms. Our advisors hold the CHARTERED FINANCIAL ANALYST (CFA®) designation. We have helped clients through bull and bear markets, through economic booms and busts, and helped them navigate difficult and uncertain financial times with discipline, skill, and confidence.

Whether you are retired, a business owner, or looking to become financially independent, we will help discover your financial objectives, create a customized plan, and manage your assets – with the ultimate goal of maximizing your wealth. We are a fee-only investment advisor and do not receive any commissions. We are committed as fiduciaries to providing asset management services that best meet your financial needs and goals.