Investment Process
A customized portfolio for your financial future.
A comprehensive, mindful strategy looks at how you've created your wealth and what you wish your wealth to accomplish. We start by understanding you, asking pertinent questions, reviewing your assets, and picking a range of investments to form a lasting portfolio.
Experience the Wealthstone Difference
Wealthstone Group offers unbiased investment advice focused on your growth and income needs, along with your distinct goals and constraints. Our investment team explores a broad spectrum of investment possibilities, including traditional investments and alternative investments, to develop well-designed portfolios with managed risks. For alternative investments, we draw from our team’s carefully selected options as well as evaluate any ideas you might introduce.
Our Investment Management Process
At Wealthstone Group, we follow a structured, research-backed investment process designed to help you achieve financial confidence.
Understand & Plan
We start by understanding your financial situation, future aspirations, and any upcoming liquidity events. Your strategy is designed to align with your values, family priorities, and long-term goals.
Build a Custom Portfolio
Your portfolio is constructed with a balanced mix of investments to optimize growth and income while managing risk:
- Stocks & Bonds – Foundational assets for long-term stability and growth
- Alternative Investments – Real estate, private equity, hedge funds, and private credit
- Portfolio Income Strategies – Investments designed to generate consistent cash flow
- Custom Investment Policy Statement – A personalized roadmap for your portfolio
Implement & Manage
Once your portfolio is in place, we ensure efficient execution and active management:
- Top-Tier Investment Managers – Carefully selected professionals to oversee assets
- Direct Investment Insights – Market research and industry expertise to guide decisions
- Risk & Performance Monitoring – Ongoing reviews to protect and optimize returns
Monitor & Adjust
Markets and financial needs change over time, therefore we proactively rebalance and refine your portfolio to keep it aligned with your long-term vision:
- Strategic Portfolio Rebalancing – Keeping allocations in check to match your objectives
- Market-Driven Adjustments – Adapting to evolving economic conditions
- Tax-Optimized Investment Strategies – Helping you maximize after-tax returns
Understand & Plan
We start by understanding your financial situation, future aspirations, and any upcoming liquidity events. Your strategy is designed to align with your values, family priorities, and long-term goals.
Build a Custom Portfolio
Your portfolio is constructed with a balanced mix of investments to optimize growth and income while managing risk:
- Stocks & Bonds – Foundational assets for long-term stability and growth
- Alternative Investments – Real estate, private equity, hedge funds, and private credit
- Portfolio Income Strategies – Investments designed to generate consistent cash flow
- Custom Investment Policy Statement – A personalized roadmap for your portfolio
Implement & Manage
Once your portfolio is in place, we ensure efficient execution and active management:
- Top-Tier Investment Managers – Carefully selected professionals to oversee assets
- Direct Investment Insights – Market research and industry expertise to guide decisions
- Risk & Performance Monitoring – Ongoing reviews to protect and optimize returns
Monitor & Adjust
Markets and financial needs change over time, therefore we proactively rebalance and refine your portfolio to keep it aligned with your long-term vision:
- Strategic Portfolio Rebalancing – Keeping allocations in check to match your objectives
- Market-Driven Adjustments – Adapting to evolving economic conditions
- Tax-Optimized Investment Strategies – Helping you maximize after-tax returns
Explore More of Our Services
Tax Mitigation
We have a network of CPAs and tax attorneys that offer holistic tax planning. Together, our team and our network of tax professionals work together to develop a unified strategy for your overall financial picture.
Business Exit Planning & ESOPs
It’s taken a lot to get where you are – but you’re not done yet. The wealth you’ve achieved today may not get you where you want to be tomorrow. Your wealth needs to be guarded, too.
Real Estate
We provide custom real estate investment solutions for high-net-worth clients with an emphasis on diversification and personalized strategies for tax mitigation, wealth enhancement and protection.