Business Details
Personalized Wealth Management Services in San Antonio
WhiteStone Wealth Management Services was inspired by the WhiteStone obelisk built off the Isle of Portland in 1844 to warn sailors of hidden reefs. Our firm was created with a similar vision: to help clients navigate unseen financial risks that can disrupt their plans. We are committed to growing and preserving client wealth by managing unforeseen risks through comprehensive financial planning. Located in San Antonio, we serve individuals, families, foundations, and endowments with personalized wealth management strategies. Our services include retirement planning, 1031 exchange strategies, estate and legacy planning, custom investment solutions, and insurance and risk management.We follow the Endowment Model of portfolio design, emphasizing diversification and risk preservation across alternative and traditional assets. Our team of seasoned financial advisors provides ongoing guidance and free consultations to assess and adjust financial plans. As a locally focused firm, we understand the unique financial goals of San Antonio residents and tailor solutions accordingly. We are registered with FINRA through Arkadios Capital and maintain membership in FINRA/SIPC for added client protection. Our approach integrates tax, investment, and retirement planning to create sustainable income portfolios for every client.
Services
Wealth Management
Financial Planning
Retirement Planning
1031 Exchanges
Estate Planning
Investment Strategies
Insurance Planning
Endowment Investing
DST Investing
Opportunity Zones
Highlights and features
- We offer personalized financial planning and wealth management services.
- We provide free consultations with seasoned financial advisors.
- We specialize in 1031 exchanges and estate planning strategies.
- We integrate risk management into every client's financial strategy.
- We are a locally focused firm serving San Antonio residents.
Services
Wealth Management
We provide comprehensive wealth management services that integrate investment, tax, and retirement planning to help clients grow and preserve their assets. Our approach follows the Endowment Model, emphasizing diversification and risk management across alternative and traditional investments. We act as fiduciaries, tailoring strategies to each client's unique financial goals and time horizon.
Financial Planning
We create personalized financial plans that address budgeting, savings, investment, and tax considerations for individuals and families. Our planners analyze current financial situations and develop stepbystep strategies to meet shortterm and longterm objectives. Clients receive clear guidance and ongoing support to adjust plans as life circumstances evolve.
Retirement Planning
We design retirement plans that ensure sustainable income throughout clients' golden years by projecting future expenses and income sources. Our strategies incorporate Social Security, pensions, investments, and insurance to fill any gaps and maintain purchasing power. We monitor and adjust plans regularly to respond to market changes and personal life events.
1031 Exchanges
We guide investors through the 1031 exchange process, helping them defer capital gains taxes by reinvesting proceeds from sold property into likekind real estate. Our team manages every step, from identifying qualified intermediaries to closing on replacement properties within IRS timelines. We also explain risks, costs, and eligibility requirements to ensure informed decisionmaking.
Estate Planning
We develop estate plans that facilitate the smooth transfer of wealth to heirs while minimizing tax liabilities and preserving family legacies. Our services include wills, trusts, gifting strategies, and coordination with legal professionals to ensure compliance. We also provide ongoing reviews to adapt plans to changes in assets, laws, or personal circumstances.
Questions
What services does WhiteStone Wealth Management Services offer?
We offer personalized financial planning, retirement planning, 1031 exchanges, estate planning, investment management, insurance planning, and endowment investing to help clients grow and preserve wealth.
Where is WhiteStone Wealth Management Services located?
Our office is located at 8603 Crownhill Blvd, Suite 1, San Antonio, Texas 78209, and we serve the San Antonio community and surrounding areas.
What is a 1031 exchange and who qualifies?
A 1031 exchange lets investors defer capital gains taxes by reinvesting sale proceeds into like‑kind property; it is available to accredited investors and entities only.
Are your advisors certified and registered?
Yes, our advisors hold credentials such as CFS and CPA, and are registered with FINRA through Arkadios Capital, member FINRA/SIPC.
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