WhiteStone Wealth Advisors, LLC

Whitestone Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and business entities. Services described in the brochure include retirement income planning, tax and estate planning, insurance planning, 401(k) rollovers, and selection of other advisers, delivered through personalized managed accounts.

The firm manages client portfolios on a discretionary basis and charges percentage‑of‑assets fees, using a mix of fundamental and technical analysis, long‑ and short‑term strategies, and ongoing monitoring and rebalancing. Whitestone routinely employs contractual sub‑advisory relationships—most notably with Impact Partnership Wealth and AE Wealth Management—and uses Market Guard’s model and trading signals to construct and rebalance portfolios, with discretionary accounts invested through a sponsored wrap‑fee program.

A notable feature of Whitestone is its affiliation by common ownership with an insurance entity, Gmac Family Financial, to which clients may be referred for insurance products; this referral relationship is disclosed in the firm’s brochure. The firm’s operational model—small, solo advisor structure combined with reliance on third‑party sub‑advisors, a wrap‑fee platform, and a non‑RIA trade‑signal provider—differentiates it from many independent peers.