Wealth management involves creating an investment portfolio that produces appropriate diversification. Based on your risk tolerance and financial objectives, we create a unique strategy that allows you to pursue your goals while minimizing risk and protecting against large losses. Professional wealth management can provide you access to investments you may not have access to otherwise, including a wide variety of traditional and alternative investment classes.

At TruStone Wealth Management, we work with you in all phases of retirement planning, from building assets to transitioning into and maintaining income in retirement. We help you identify opportunities for building wealth while striving to minimize risk. This can range from contributing to a 401(k) plan to identifying IRA investments, mutual funds, and annuities. As you transition into life in retirement, we advise you on when to claim Social Security, how to minimize taxes, and how to potentially create and maintain a steady stream of income.

Preserving wealth and transferring an estate to family and heirs can be complicated and confusing. Regardless of how large your estate is, it’s critical to plan what will happen to it upon your death. If an estate plan isn’t set in place, your wishes may not be carried out, and your estate could be affected by probate laws. We can help demystify common misconceptions of estate planning, assist you in articulating your needs, and coordinate the work of other professionals who may be needed, such as attorneys or CPAs.

Regardless of how much time or money you spend building your wealth, one unfortunate event can erode the value of your plan if appropriate insurance isn’t in place. We provide you with insurance strategies that can help protect the financial futures of you and your loved ones. The strategies we use may include a number of different components, such as whole or term life insurance, long-term care, disability, or other types of coverage.