PERSONAL WEALTH MANAGEMENT

We help maximize the value of your assets and cash flow while managing risk and minimizing the impact of taxes. Together, we create your customized plan to help grow and preserve your wealth so you can achieve your goals and take care of what matters most to you.

OUR SERVICES

Investment Management

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Financial Planning

Investment Management

We know our clients on a deeply personal level.  That relationship allows us to create investment portfolios that consider your risk tolerance and reflect your short- and long-term goals. Our approach rests on three principals:

  Integrated Research

  Active Risk Management

  Goal Alignment

We build investment portfolios from scratch or start with one of our proprietary portfolio models and customize it to meet your goals.  Our work doesn’t stop there. We continually monitor your investments and research the latest available options to keep pace with market opportunities that may be advantageous to you. We actively adjust portfolios to make sure they stay aligned with your objectives.

Financial Planning

Financial planning is at the crux of what we do. Our highly personalized approach evaluates – your balance sheet, cash flow, tax exposure and aligns them to your risk profile.  Our process helps us learn about the people and causes you care about so that we can meet your goals  for your:

  Family

  Children or grandchildren’s

     education

  Retirement

  Charitable Planning
 

  Estate Plan 

  Business Succession

We build plans that help you optimize the movement of your wealth to future generations and philanthropic causes dear to you.

Taking that whole picture into account, we map out a comprehensive, thoughtful financial strategy that syncs up with your objectives and goals for today and tomorrow.

FINESTONE PARTNERS

 

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


info@finestonepartners.com


310.432.7010

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