The professionals at WhiteStone Wealth Management Services provides asset management services for individuals, wealthy families, trusts, and foundations throughout Central and South Texas.
At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding how a stock works is key to understanding your investments.
Try these activities to keep your brain sharp.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Three things to consider before dipping into retirement savings to pay for college.