A complete list of active advisors currently associated with Clearstone Wealth Management, LLC

Warmer can help you find a great advisor at Clearstone Wealth Management, LLC or one who fits your needs even better.

Clearstone Wealth Management is a recently established, independent registered investment adviser that serves individuals, high-net-worth clients, and employer-sponsored retirement plans, including pension and profit-sharing plans. It offers comprehensive wealth planning, single-topic financial consulting, and ongoing discretionary portfolio management with written financial plans delivered upon completion of planning engagements. The firm employs a tactical asset allocation approach for portfolio management, primarily using exchange-traded funds and selected alternative investments and exercising discretionary trading authority to rebalance as needed. Its planning work explicitly covers retirement-plan analysis (company-sponsored plans such as 401(k), profit sharing and pensions), estate, tax, insurance, and cash-flow topics, and it coordinates with clients’ tax professionals on tax planning matters. What is distinctive is the explicit provision of services to pension and profit-sharing plan clients — a client type that is uncommon for firms in this peer group — combined with a tactical allocation strategy that incorporates alternatives alongside ETFs. The adviser, founded in late 2023 and registered in late 2024, manages roughly $30 million in discretionary assets and maintains an institutional custody relationship that provides access to execution, reporting, and third-party tools; it also applies a $500,000 account guideline that may be waived in certain cases.

To learn more about the advisors currently working at Clearstone Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.