TRUSTSTONE WEALTH PARTNERS, LLC

Overview

Truststone Wealth Partners, LLC is an independent registered investment advisor that serves individual and family clients with discretionary portfolio management and financial planning. The firm operates as a capital allocator, combining fee-based AUM billing with fixed-fee arrangements and offering selection of other advisers when clients require third‑party manager access. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Truststone does not identify itself as an active ESG investor and appears to manage a compact book of business focused on traditional wealth-management relationships rather than large institutional mandates. Investment positioning skews toward pooled public products: the firm’s filings show a dominant allocation to public mutual funds and other public fund vehicles. Given the firm’s size and client mix, that approach supports diversified, model-driven portfolios that are straightforward to implement and service. Truststone also maintains an insurance-industry affiliation, which aligns with its use of annuity products as part of client solutions.

Assets & Accounts

Public Holdings

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Location & Offices