A complete list of active advisors currently associated with TrustStone Wealth Partners, LLC
Warmer can help you find a great advisor at TrustStone Wealth Partners, LLC or one who fits your needs even better.
TrustStone Wealth Partners provides ongoing portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary services and documents client objectives in an Investment Policy Statement for each engagement. The firm’s investment process emphasizes tailored portfolios that primarily use ETFs and may include third‑party managers or model portfolios sourced through technology platforms such as 55ip. TrustStone describes a broad toolkit of analysis methods — including fundamental, quantitative, technical, and modern portfolio theory — and may employ both long‑ and short‑term trading strategies as well as margin when appropriate. Noteworthy aspects include that certain supervised persons are licensed insurance agents who may recommend commissionable insurance products, a relationship TrustStone discloses and documents as a potential conflict of interest. The brochure also indicates the firm may place clients in less common holdings for a small advisory firm — such as private placements, venture capital funds, and precious‑metal ETFs — and it operates with a small team and roughly $12.3 million in discretionary assets across a limited number of client relationships.
To learn more about the advisors currently working at TrustStone Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chapel Hill, NC
| 7
| |
Chapel Hill, NC
| 8
|
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