CLEARSTONE WEALTH MANAGEMENT, LLC

Overview

Clearstone Wealth Management, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm operates as a limited liability company under individual ownership and charges a mix of percentage-of-AUM, hourly and fixed fees. Investment activity centers on managed, discretionary portfolios that lean heavily on publicly offered pooled funds. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Advisory depth is focused on traditional wealth-management services rather than captive product distribution: planning, asset allocation and manager selection are the core client-facing capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices