We Help You…
Build Wealth. Retain Wealth.

We’re in the business of saving you time.

Get tailored solutions for a holistic approach to your finances and save your money and time for the things you love to do.

Supporting Your Needs

Stackable strategies that work together to increase and retain your wealth.

Tax Consulting

Insurance Strategies

Alternative Investments

Traditional Investments

Innovating for your financial future.

Solopreneurs

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Professionals

Business Owners

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Creators

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We assist our clients through all stages of their wealth-building journey whether it's saving up for retirement, starting or selling a business, navigating big liquidity events, looking to actively improve their financial situation, and beyond.

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Schedule a free consultation today

During this call, we'll take the time to understand your unique financial situation, discuss your goals and aspirations, and provide tailored recommendations to help you navigate the path to financial success.

“We believe taxes are the number one obstacle to building wealth. We overcome that obstacle.”

— MOOG KIM, CO-FOUNDER

Meet Our Team

  • Moog Kim at a Financial Conference

    Moog Kim, CFP® Co-Founder

  • Kimberli Milhoan in her Historic Home

    Kimberli Milhoan, Co-Founder

  • Autumn Ruch Prepared to Help Clients Build Wealth

    Autumn Ruch, Co-Founder

  • Jason Kemper, financial professional

    Jason Kemper, Co-Founder

Learn More

Get started with Greatstone today.