What’s in it for you?
Create the life you deserve.
Our modern approach streamlines financial planning by consolidating expert advice, reducing complexity, and maximizing tax and insurance savings with the option of meeting from the comfort of your own home. From college planning and retirement to building your biggest hotel yet, we have your back.
Values
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.
As fiduciaries, we always put your needs ahead of our own, ensuring that your best interests are at the heart of every decision we make. 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 and a client-first approach aren't just promises – they're fundamental values we uphold in everything we do.
Commitment
Commitment means more than showing up — it means showing up for you, every time. As fiduciaries, we’re bound by duty and driven by principle to always do what’s best for you, not what’s easiest or most profitable for us. That’s a responsibility we take seriously, and it’s reflected in everything we do.
You can expect prompt, proactive service — not just when it’s convenient. We’re not interested in one-time transactions or quick wins. We’re here to grow with you, adapt with you, and stand by you through every stage of life.
"We don't just save people money. We do that, certainly, but more importantly we help change peoples' lives."
— KIMBERLI MILHOAN, CO-FOUNDER
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