We Help Dentist Reach Their Financial Goals
A Wealth Management that helps you achieve all that is important
As Featured In:
VP - Most financial advisors focus on investments, but we know there is more to life that your portfolio.  We focus on advice that can make a difference.
Our Wealth Management Process
We Learn What Matters
At our Discovery Meeting, we explore how best to help you achieve your most important goals.  We'll look at where you are now, where you want to go, and any gaps or obstacles that stand in your way.  
Get a Plan
At our Investment Plan Meeting, we'll walk you through the plan and share with you investment strategies to help you maximize the probability of achieving everything that is most important to you and your family.  
Make Regular Progress
If we decide to work together, we then address concerns in key areas beyond investments,.  We're with you every step of the way, tracking your progress and making sure you continue to achieve your goals.
What Makes LifeStone So Different?
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.

What Do Your Wealth Management Services Cost?
How much is an advisor that focuses on investments only costing you?   How is not having a plan for minimizing taxes, taking care of your heirs, protecting your assets, and supporting the causes you care about costing you?  A lack of clear plan for reaching your goals may already be costing you a great deal.

       There is no cost for our initial consultation.  Because we have not yet developed our specific recommendations for your plan, it’s impossible to know the exact costs before meeting with you. However, at our second meeting—the Investment Plan Meeting—we will be able to provide you with details on the fees and will be happy to review those with you.  We can say that our clients have often commented on how reasonable they’ve found our fees to be.


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Lifestone Wealth Management is not a registered broker/ dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered by Raymond James Financial Services., Member FINRA / SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. A copy of the Raymond James corporate Privacy Notice can be found here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

©LifeStone Wealth Management 2018