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Managing Wealth the Endowment Way

Our Story

Our firm name, WhiteStone, is drawn from a large stone obelisk built off the Isle of Portland, England in 1844 to warn sailors of dangerous reefs they could not spot from sea. Our practice was created with a similar vision in mind. WhiteStone Wealth Management Services is committed to helping grow and preserve our clients’ wealth by helping manage the unforeseen risks that can often upend one’s financial hopes and dreams.

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The WhiteStone Process

We believe creating the best outcomes for every client’s unique needs is rooted in an understanding that assets should be managed according to when they will be spent.

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It Is All About Managing Risk

We believe creating sustainable income portfolios begins and ends with managing risk. That means client, manager, and market risk.

Services We Offer

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Retirement Planning

We develop individualized financial plans for each client, designed to provide the sustainable income they will need to enjoy everything they have dreamed about in retirement.

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1031 Exchanges

We provide comprehensive support for clients selling investment property and purchasing new property, with a particular focus on the Delaware Statutory Trust (DST) structure of the1031 exchange.

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Estate

We focus on managing investment portfolios with a keen eye on tax-efficiency so that every client can optimize the distribution of their wealth upon transition to their heirs.

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Investing

We believe investing is about more than stocks and bonds and that is why we build and manage individualized investment portfolios using a process practiced by many of the most notable endowments.

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Insurance

Protecting against risk and the unforeseen is a critical part of managing wealth effectively. We believe life insurance and annuities can play an important role in every financial plan.

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Wealth Management

Through our affiliation with IAS, our investment consultants provide ongoing wealth management services to individuals, families, foundations, and endowments.

Could Your Financial Plan Use Another Set of Eyes?

Even the best of plans could use another opinion on occasion. If you would like our team to review yours at no cost and no obligation, simply fill out this form and we will contact you very soon.

Ph: 210-341-1515
Fax: 210-341-4858
Email: info@whitestonewm.com

Hours of Operation
Monday – Friday: 8:30 AM – 5:30 PM CST