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Wealth Management Services


 At WhiteStone Wealth Management Services, our professionals realize that when a client decides to work with us they are counting on us to provide guidance with direction with respect to their financial goals and their life savings. Attached to these assets are all the hopes, dreams, tears, and successes that we have all experienced over our lifetimes. We understand that we have a daunting job and we, as a team, look forward to it each and every day.

We start by assessing a clients assets that have accumulated over their working life. This is followed by quantitatively looking at the living expenses as well as a distribution format that will address their lifestyle requirements over a long period of time. This is accomplished by mapping out cash flow requirements and estimated income requirements over a lifetime, taking into consideration fluctuating economic conditions.

We strive to know and understand your financial situation and provide you with only the highest quality information and services to help you address your goals.