Oakstone Wealth Management

At Oakstone Wealth Management, we are a dedicated team of financial advisors who pride ourselves on building long-term relationships with our clients. We understand that every individual and family has unique financial goals and needs, and we strive to provide personalized attention and expert guidance to help our clients achieve their aspirations.

Our Philosophy

We believe in taking a holistic approach to wealth management, considering each client's financial situation, goals, and values. Our mission is to provide quality guidance, effective implementation, and excellent service to our individual and corporate clients. Our team of experienced advisors is dedicated to helping our clients grow their assets in a suitable manner while managing their risk.

Our Services

Our wealth management services include:

Retirement Planning: We help our clients plan for their retirement goals, whether that means saving for a comfortable lifestyle or creating a legacy for future generations.

Investment Management: We offer comprehensive investment management services, including portfolio management, retirement planning, and estate planning.

Estate and Guardianship: We work with our clients to preserve their wealth and ensure that their assets are distributed according to their wishes.

Insurance and Risk Management: We provide insurance solutions to help protect our clients' assets and provide for their families in the event of unexpected events.

Tax and Financial Planning: We help our clients navigate the complex tax landscape, providing guidance on tax strategies and financial planning to help them achieve their goals.

Tax Planning: We work with our clients to minimize their tax liability and optimize their financial planning.

Insurance Planning: We provide insurance solutions to help protect our clients' assets and provide for their families in the event of unexpected events.

Our Team

Our team of experienced advisors is committed to providing exceptional service and expertise to our clients. We take the time to understand our clients' unique financial situations and goals, and we work closely with them to develop personalized strategies to achieve their aspirations.

Our Process

We take a comprehensive approach to wealth management, considering each client's financial situation, goals, and values. Our process includes:

1. Getting to Know You: We take the time to understand our clients' unique financial situations, goals, and values.

2. Developing a Strategy: We work with our clients to develop personalized strategies that align with their goals and values.

3. Implementing the Plan: We work with our clients to implement their personalized strategies, providing guidance and support every step of the way.

4. Monitoring and Adjusting: We regularly review and adjust our clients' plans as their financial situations and goals evolve.

Contact Us

If you're looking for a trusted partner to help you achieve your financial aspirations, we invite you to contact us at (949) 387-5211 or steven.edwards@lpl.com.