Join us for an informational discussion concerning the financial management of personal assets in a changing economic/tax environment. WhiteStone Wealth Management’s philosophy is centered on capital preservation with risk adjusted accumulation. The majority of our clients have accumulated significant assets over a lifetime and either wish to preserve them while generating a sustainable income or simply preserve them for future generations. If you’re looking for a source for thoughtful advice and factual information concerning a full range of salient financial topics, this workshop is for you! RSVP at [email protected] or call 210-828-0441
Please invite guests.