CORPORATE WEALTH MANAGEMENT
Finestone Partners provides in-depth retirement plan consulting that incorporates investment management and risk mitigation. Led by our senior management, our team delivers comprehensive support at the corporate level as well as individualized consultation for employees.
Key principals also hold the Accredited Investment Fiduciary® (AIF) designation which demands the highest standard of integrity and technical expertise.
When you work with Finestone Partners, you benefit from objective retirement investment solutions designed for you and your employees. With hands-on investment management, we carefully select and monitor the investments within your plan. Most of the investments we offer are institutional share classes ─ free of typical retail fees and charges.
● Comprehensive Support - We make the retirement plan process
easy by supporting you every step of the way, always ready to answer your questions.
● Your single point-of-contact - We partner with the most qualified
Plan Administrators to provide reliable administration,
recordkeeping, and compliance.
Finestone Partners also works closely with each of your employees. We help them understand the value of the plan you provide, answer enrollment questions, and set up their allocations. Employees appreciate how we help evaluate and adjust their plans to changing circumstances.
Risk management is vital to any wealth management plan and necessary for the health and longevity of a business. Our team works with you and your advisors to identify and address circumstances that can jeopardize your wealth. We uncover unseen opportunities and help you address risk management issues like:
● Key person funding, salary continuation and buy- sell agreements
to ensure the business continues operating
● Liability exposure if you serve on any boards
● Losses due to third party fraud, cyber fraud, embezzlement, etc.