At LifeStone Wealth Management, we know you want to be more than a dentist. In order to do that, you need helping in solving your unique financial needs. The problem is most financial advisors care more about your investment portfolio then your goals. That makes you feel unprepared, Ill-Equipped, and misunderstood.
We believe you deserve to have your hard work pay off and should be working with an advisor that implements strategies that helps your reach your goals.. We understand that change can be terrifying . Which is why we’ve created an easy to follow process that has helped many dentists reach their goals. Here’s how it works. First We Learn What Matters to You, then we give you a plan, lastly, if we decided to work together, we make regular progress towards all that is important to you.
To get started, request a meeting, so you can stop wondering if you are on track to reach your goals & instead, enjoy making a difference in the live of those you love and the causes you care about.