We are an Independent Registered Investment
Advisor & Boutique Financial Advisory Firm
Finestone Partners brings three decades of industry experience and expertise to our clientele. We believe that our clients recognize and value our specialized structure and process. We create plans based solely on the financial well-being of our clients. We work as a team with each client to provide specialized retirement, investment, insurance and estate planning strategies, following our Wealth Management Matrix® methodology. This team-based approach of having objective and skilled professionals results in an extremely high quality of the client’s financial plan.
3 Decades of Industry Experience
We have developed independent investment strategies designed to help preserve your income, retirement benefits, and investments for the long term. Our Strategical® method, a combination of a strategic and tactical approach to portfolio management, employs traditional investment vehicles to build a portfolio around a tactical core. This approach helps weather market downturns. We have four portfolios based on your risk tolerance. If your needs are more specific, we will build a customized portfolio.