Whitestone Financial Group

Our Story and Philosophy

At WhiteStone Wealth Management Services, our team of experienced financial professionals is dedicated to helping clients achieve their financial goals and ensuring their long-term financial well-being. Our firm is built on a foundation of trust, integrity, and a deep understanding of the complex financial landscape. Our approach is centered around a simple yet powerful principle: managing risk. We believe that the key to successful wealth management lies in proactively identifying and mitigating potential risks that could impact our clients' financial futures.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

• Retirement Planning: We develop individualized financial plans to ensure our clients have a sustainable income in retirement, allowing them to enjoy the fruits of their labor.
• 1031 Real Estate Exchanges: We provide expert support for clients selling and purchasing investment properties, ensuring a seamless and tax-efficient transaction.
• Estate Planning: Our team focuses on managing investment portfolios with an eye on tax efficiency, ensuring that our clients' assets are distributed optimally to their heirs.
• Investing: We build and manage tailored investment portfolios using a process proven by the most respected endowments and institutional investors.
• Insurance: We recognize the importance of protecting against unforeseen risks and believe that life insurance and annuities can play a crucial role in every financial plan.

Our Team

Our team of experienced professionals is committed to delivering exceptional service and expertise to our clients. Meet our team:

• Patrick J. Lynch III: Senior Partner, CFS
• Steve J. Markey: Managing Partner, CPA
• Scott J. Langham: V.P. of Investments
• George Luhn: Associate
• Dawn M. Caldwell: Office Administrative Manager
• Coty McPartlin: Executive Assistant

Getting Started

If you're seeking guidance on your financial journey, we're here to help. Schedule a free consultation with our team today and discover why entrusting your wealth management to WhiteStone might just be the best decision you make this year.