Goldenstone Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5170 Golden Foothill Pkwy, El Dorado Hil...Website
www.goldenstonewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Goldenstone Wealth Management
Goldenstone Wealth Management is an investment management and advisory firm based in El Dorado Hills, California, specializing in growing and preserving wealth through customized investment portfolios. They serve over 75 private clients across more than 10 states, focusing on individuals, business owners, and institutions. As fee-only fiduciaries, they are committed to providing independent and objective asset management services tailored to meet their clients' financial goals. With over 45 years of collective experience, their advisors are dedicated to helping clients navigate various market conditions with skill and confidence.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Goldenstone Wealth Manage...
<$5M
1-10
Private
-
2012
N/A
Company Profile Activity
Activity Insights
Goldenstone Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Goldenstone Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Goldenstone Wealth Management.
Goldenstone Wealth Management Tech Stack
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Goldenstone Wealth Management is an investment management and advisory firm based in El Dorado Hills, California, specializing in growing and preserving wealth through customized investment portfolios. They serve over 75 private clients across more than 10 states, focusing on individuals, business owners, and institutions. As fee-only fiduciaries,... Read More
