%20Logo%20Transparent%20Light%20Text.png)
The Fieldstone
◊ A private wealth service designed to help simplify the complexity that comes with managing a high level of wealth
◊ A coordinated wealth management system built with the care, integration, and personalization that goes beyond financial planning
◊ For families with $5M+ in assets under our care, accomplished professionals, wealth inheritors, and retirees ready for a deeper, more strategic relationship than their current advisor can offer
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