Aim high, so that no matter the outcome, you will be soaring with the eagles.
Redstone Wealth Management focuses on you and the unique set of financial circumstances you and your family or business are faced with. Getting to know you and understanding your personal or business needs allows us to create a customized wealth management strategy aligned with your short and long term objectives. By building a lasting personal relationship with you, we are able to help you anticipate and plan for the future.
Who we serve
F o c u s • I n t e g r i t y • S t r a t e g y
"You don't have to be a rocket scientist. Investing is not a game where the guy with 160 IQ beats the guy with 130 IQ."
— Warren Buffet
What you have
What you need
◦Managing Cash Flow
How to get there
◦Comprehensive Written Report
◦Private Financial Web Page
Activate the plan
◦Estate Planning Techniques
Optimize to achieve goals
Where you want to be
"You don't have to be great to start, but you have to start to be great."
— Zig Zigler
We use a client-centric process focused on pursuing specific milestones that are established by you. A comprehensive, multi-step planning process is utilized to identify your specific needs, implement your strategy and monitor it regularly to help you stay on course:
Redstone Wealth Management helps our clients navigate the complexities of planning for the future. As a Holistic Financial Planning firm, we believe that life and retirement planning is about a lot more than just the numbers. We will be with you every step of the way to share our knowledge and experience, having navigated these paths for many other clients as well.
Below are a few areas of focus we help our clients plan for.
Click on any service to learn more
"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."
— Dave Ramsey
About our broker-dealer | LPL Financial
Broker-dealers play an important role in the financial markets, as these firms provide the infrastructure that facilitates stock trading. In fact, if you want to buy stock, you must open a brokerage account through a brokerage firm.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, please visit lpl.com
The following quote is taken directly from LPL's Mission Statement and highlights precisely who we are as Redstone Wealth Management:
"We believe that objective financial guidance is a fundamental need for everyone. We enable our clients to focus on what they do best - create the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities."
Redstone Wealth Management is proud to offer our clients access to their own personal financial website. Your website allows you to see and track all of the pieces of your financial life in a private and secure location. This also gives us the ability to work together to build the portrait of success you have in mind.
Below are a handful of videos that help provide an introduction to your personal financial website and a few of the tools offered within. The service is complimentary for all clients of Redstone Wealth Management but due to its personalized nature it must be built. Please call us today if we have not already established your personal financial website and we will guide you through the process.
S e c u r e • C o m p r e h e n s i v e • I n t u i t i v e
You can get started with using our robust financial tool RIGHT NOW by clicking the link below. Simply enter your age and income, and then choose a goal you'd like to accomplish. If you'd like to continue using the tool, just complete the submission request and a Redstone advisor will take it from there.