Tavernier, FL Office

Lodestone Wealth Management advises individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. It provides discretionary portfolio management and financial planning, typically implementing portfolios with exchange‑traded funds, mutual funds, individual equities, and fixed‑income securities, with basic planning services included in its management relationship.

The firm manages accounts on a discretionary basis using fundamental analysis and a mix of long‑term, short‑term, and trading strategies, and it customizes portfolios using client profiles and written investment restrictions. Lodestone may allocate portions of client assets to third‑party separate managers when access to specific strategies or funds is needed, and for accredited investors it may recommend non‑traded private offerings (such as non‑traded REITs) on a non‑discretionary basis.

Compared with many peers, Lodestone operates at a larger scale for a small advisory team (reporting about $346.5 million in discretionary assets) and discloses the use of borrowing/margin features within separately managed account arrangements through custodial and separate‑manager practices. The firm’s principal owners also maintain outside industry roles — one holds broker‑dealer registration and insurance licenses and another provides CPA services through a separate, family‑owned firm — disclosures the brochure identifies as potential conflicts of interest.