Asset Management & Financial Planning

Services Above & Beyond the Competition

Financial and wealth management advice that is uniquely you.

We provide trusted, relationship-based financial services

Our ultimate charge is to help our clients—both individuals and businesses—maximize their full wealth potential. Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, Shone Wealth Management provides the sound, professional counsel to help you get there, with confidence.

Investment & Asset Management

Investment planning
Investment risk management
Investment tax planning
Asset allocation
Lump sum distribution advice
Equity compensation
Employment benefit planning

Financial Planning

Integrated tax planning
Financial risk management
Retirement planning
Executive compensation planning
Insurance planning
College planning
Cash flow planning

Wealth Management

Trust planning and management
Wealth transfer
Estate tax planning
Endowments and foundations

Download Our Services

Financial and wealth management advice that is uniquely you.
In a world where we watch markets fluctuate daily, our advisors offer a steady hand. Providing trusted guidance for both individuals and businesses, we help our clients arrive at the right balance of investment opportunities and asset management strategies to meet their needs, comfortably. 

Plan for your future—with confidence

When it comes to securing a financial future, there’s no foolproof product or plan. We understand the uncertainty associated with investments and work to help our clients establish a solid, balanced plan—with strategic, ongoing rebalancing—that is unique to each client’s needs and goals. It’s that personal attention and singular focus that helps our clients realize exceptional results.

More than investment planning

We provide trusted financial guidance