Archstone Wealth Management

Who We Are

At Archstone Financial, we are dedicated to providing customized financial planning and advice to help our clients achieve their future dreams and goals. Our firm is built on the principles of stability, trust, and personalized approach. Founded in 2015, we have a long history in the financial industry, with roots extending back several decades to Ameriprise Financial and its predecessor companies. We are proud to partner with Cetera Advisor Networks LLC, a broker/dealer and a Registered Investment Adviser.

Our Firm

Our team of five founding partners and two additional financial advisors is committed to understanding your unique situation, including your goals, timeframe, and risk tolerance. We believe that every life stage has unique financial needs, and we are here to help with all your current and future goals, whether you are starting out, growing wealth, nearing retirement, or living in retirement. Our services are designed to address the complexities of modern financial planning, from selling a business to making a big career decision.

Unique Approach

Our approach is centered around providing guidance through life's most important decisions with strategy and grace. We believe in generating a clear picture of your financial situation, clarifying your retirement goals, and creating a lifelong plan that suits your unique needs. We offer personalized approaches to developing your financial strategy, making us the right fit for individuals seeking tailored advice.

Services

Our services are designed to address various aspects of financial planning, including identifying your investment needs, understanding which options may be best suited for your situation, and creating a lifelong plan. We also provide unique tools such as the Risk Number questionnaire to help you understand your risk tolerance and how it relates to your financial goals. Additionally, we have case studies that offer good insight into what a plan might look like in various life scenarios, such as selling a business or having a baby.

Case Studies

We have outlined several scenarios in case studies that represent hypothetical situations but offer valuable insights into what a plan might look like in real-life situations. These include scenarios such as selling a business, having a baby, nearing retirement, and making a big career decision. These studies provide a good starting point for understanding how we can assist you in your financial planning journey.