Finestone Partners

Finestone Partners brings three decades of industry experience and expertise to our clientele. We believe that our clients recognize and value our specialized structure and process. First, as an Independent Registered Investment Advisor, we have the freedom to create plans based solely on the financial well-being of our clients. We work as a team w... ith each client to provide specialized retirement, investment, insurance and estate planning strategies, following our Wealth Management Matrix® methodology. This team-based approach of having objective and skilled professionals who converse and deliberate on what's best for the client, results in an extremely high quality of the client's financial plan. The education, professional backgrounds and the experience of the diverse individuals that make up the firm are the foundation of our success. Second, because we are independent from traditional broker-dealers, we have developed independent investment strategies designed to help preserve your income, retirement benefits, and investments for the long term. We choose these portfolios carefully and are not influenced by in-house "proprietary" products often aggressively marketed by banks or the traditional stock brokerages, also known as wirehouses. Our Strategical® method, a combination of a strategic and tactical approach to portfolio management, employs traditional investment vehicles to build a portfolio around a tactical core. This approach helps weather market downturns. We have four portfolios with this approach based on your risk tolerance. If your needs are more specific, we will build a customized portfolio. Third, we are fiduciaries to our clients. As a fiduciary, we adhere to strict ethical and fiduciary standards. Our clients' interests come first. One unusual example of this is in the area of insurance: Mr. Finestone is a Life and Disability Insurance Analyst, and as such, does not solely act as an agent representing only the interests of the insurance company, but can act as a fiduciary on behalf of the ...Read More