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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.

OUR SERVICES

Retirement Plans

Risk Management

Retirement Plans

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

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.

FINESTONE PARTNERS

 

9100 Wilshire Boulevard, Suite 720E
Beverly Hills, CA 90212


info@finestonepartners.com


310.432.7010

Finestone Partners is an Independent Registered Investment Advisor.

Securities offered through Four Points Capital Partners, LLC (4P). Member FINRA/SIPC.

Finestone Partners RIA and 4P are not affiliated.

 

California Department of Insurance License 0D87974.

 

Check the background of this firm or Investment Professional on FINRA's BrokerCheck.©2020 

 

Finestone Partners. All Rights Reserved.

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