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The Fieldstone
The Fieldstone is a private wealth service designed to simplify the complexity that often comes with meaningful success and growing wealth.
It brings together investment management, planning, and strategy into a coordinated relationship built around thoughtful guidance, careful integration, and personal attention that goes beyond traditional financial planning.
The goal is to provide clarity, structure, and confidence so clients can focus less on managing moving pieces and more on enjoying what they have built and where they want to go next.
First Meeting Essentials
At this level we go beyond investment strategy or surface-level advice. Managing your wealth requires thoughtful coordination across every dimension of your financial life. From multi-generational planning and estate structures to business succession, philanthropic design, and tax-aware wealth transfer, the work is both personal and complex.
Bringing detailed information to our first conversation allows us to begin with clarity - not assumptions. The more we understand about your family, assets, intentions, and legacy, the more precisely we can align your service with what truly matters to you.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Insurance
Life, Long-Term Care, Disability, Home, Auto, Agent Contact
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Contact
Debts
Mortgage, Student Loans, Credit Cards, Personal Loans
Tax Returns
Most Recent Tax Returns, Tax Advisor Team Contact