Living Stone Wealth Management offers the combination of experience, knowledge and insight that enables us to craft an investment portfolio, consisting of stocks, bonds, mutual funds and/or cash, uniquely tailored to you. Our investment management process is comprised of 3 steps.
- Risk Tolerance - We first help determine risk tolerance, identifying each client as conservative, aggressive or somewhere in between. Risk tolerance analysis is based on a collaborative conversation where we unpack each variable—investment goals, age, actions you want to take vs what you need to take in order to accomplish your short- and long-term personal goals.
- Relationship Type - After identifying risk tolerance we'll discover the best account for you. Through a Brokerage Account you can be in full control of your investment choices from start to finish. We will provide you with help and guidance, every step of the way. If you don't have the experience or desire to develop and maintain your portfolio, we can manage your portfolio with you through an Advisory Account. Through ongoing collaboration and monitoring, our team is able to strategically discover new avenues for you to invest your wealth. We can also create an account type that is a hybrid of the two. During account set-up we will ensure you understand each type and its fee structure.
- Account Type - During this step of the investment management process our team will discuss all of the various account types (IRA, trust, individual, joint, business, etc.) and make a recommendation for your current situation.
Why Choose Living Stone Wealth Management?
Based on your calculated risk profile, we build an investment portfolio that is custom designed to reach your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach. We are available and recommend meeting on a quarterly basis to review your portfolio and discuss any questions you may have.