Experience the Difference
Picture a couple embarking on a challenging mountain climb. They’ve prepared for the ascent, eager to reach the summit. After a strenuous climb, they finally stand at the peak, feeling accomplished. But as they look down, they realize the descent is steep and treacherous. They don’t have the tools or a plan to safely navigate their way back down.
Reaching the top of the mountain is like accumulating wealth for retirement. Most advisors focus on getting you to the top of the mountain, but few think about the descent—managing taxes, market volatility, and ensuring your wealth lasts. Without the right tools and strategies, coming down can be more dangerous than the climb up.
We equip you for the entire journey, ensuring you’re prepared not just for reaching retirement but for navigating it safely and efficiently. Don’t wait until you’re at the peak—prepare now to enjoy both the view and the journey ahead with confidence.
Our modern approach streamlines financial planning by consolidating expert advice, reducing complexity, and maximizing tax savings with the option of meeting from the comfort of your own home. From college planning to retirement, we have your back.
Create the life you deserve.
You’ll get access to strategies that can save you 10-90%+ in taxes. Put that money back in your pocket for things you love to do.
You’ll enjoy simplified expertise. We’ll be your personal point of contact for access to a network of specialists. Instead of talking to 10 different experts, CPAs, financial advisors, and attorneys and getting 20 different solutions to sort through on your own, we help you navigate this process every step of the way.
Ask us about our strategies if you’re…
Charitably inclined
Seeking unique investment opportunities in private markets that the average individual can’t access
Wanting to diversify your portfolio into thriving asset classes
Aiming to expand the tools in your financial arsenal
Overwhelmed with your tax burden
Selling a business
Expecting a big liquidity event
Looking to preserve your wealth for generations to come
Searching for your forever financial quarterback
Values
At Greatstone Wealth, transparency isn't just a buzzword – it's a cornerstone of our philosophy. We believe that honesty and openness are essential for building trust and fostering a strong relationship with you. That's why we're committed to providing clear, straightforward communication every step of the way.
As fiduciaries, we always put your needs ahead of our own, ensuring that your best interests are at the heart of every decision we make. From transparent fees to open discussions about risks and opportunities, we empower you with the information you need to make informed decisions about your financial future. Transparency and a client-first approach aren't just promises – they're fundamental values we uphold in everything we do.
"We don't just save people six-figures in taxes. We do that, certainly, but more importantly we help change peoples' lives."
— KIMBERLI MILHOAN, CO-FOUNDER
Contact Us
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