Create the life you deserve.
Experience the Difference
Ask us about our strategies if you’re:
Charitably inclined
Seeking unique investment opportunities in private markets that the average individual can’t access
Wanting to diversify your portfolio into thriving asset classes
Interested in ESG (Environmental, Social, Governance) friendly investments
Aiming to expand the tools in your financial arsenal
Overwhelmed with your tax burden
Selling a business
Expecting a big liquidity event
Looking to preserve your wealth for generations to come
Searching for your forever financial quarterback
You’ll get strategies that save you 20-90%+ in taxes. Put that money back in your pocket for things you love to do.
You’ll enjoy simplified expertise. We’ll be your personal point of contact for access to a network of specialists. Instead of talking to 10 different experts, CPAs, financial advisors, and attorneys and getting 20 different solutions to sort through on your own, we help you navigate this process every step of the way.
Imagine having more than enough for retirement. Our strategies will lead you to tax-free income in retirement and protect your portfolio from market volatility as it grows.
Our modern approach streamlines financial planning by consolidating expert advice, reducing complexity, and maximizing tax savings with the option of meeting from the comfort of your own home.
A modern approach
Transparency
At Greatstone Wealth, transparency isn't just a buzzword – it's a cornerstone of our philosophy. We believe that honesty and openness are essential for building trust and fostering a strong relationship with you. That's why we're committed to providing clear, straightforward communication every step of the way.
From transparent fees to open discussions about risks and opportunities, we empower you with the information you need to make informed decisions about your financial future. Transparency isn't just a promise – it's a fundamental value we uphold in everything we do.
"We don't just save people six-figures in taxes. We do that, certainly, but more importantly we help change peoples' lives."
— KIMBERLI MILHOAN, CO-FOUNDER
Contact Us
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