All Advisors are not created equal!

You’re probably not a stranger to the ‘all advisors are alike’ school of thinking. We believe we bring something different to the table.

• We follow a disciplined and proven approach to establishing a professional relationship with you, our clients.

• We follow a prescribed, ongoing communication template in which we’ll establish and confirm your expectations and then proceed to deliver against.

 

 

The Investment Management Process

We deliver a comprehensive approach to your financial future.

How?
It starts with you, your goals and our expertise.

There’s an old saying that ‘if you don’t know where you’re going, any road will do’. That’s why we begin where it’s always best to start: with a strategy! Let’s articulate what that looks like for you and let's create a comprehensive picture together. Once this is in place, it's our job to chart a course and help you stay on track. This plan will be effective, attainable, and focused specifically on your personal financial goals.

Our roadmap to your financial goals will include:


 Cash Flow and Insurance Planning

 Portfolio Management

 Tax and Estate Planning

 

 

 

 

 

 

Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.

Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.

 

Our Commitment is Our Word

With Oakstone Wealth, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes to ethical business practices.

Integrity

  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.

Success

  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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