Shone Wealth Management
Financial Services - Walnut Creek, California, United States
Shone Wealth Management Employees
Shone Wealth Management Details
Founded in 2005, Shone Wealth Management is a fee-only financial planning and investment management firm based in Walnut Creek, CA. We provide trusted, relationship-based financial services for executives, professionals, family business owners, and retirees so they can maximize their full wealth potential. At Shone Wealth, we provide financial and wealth management advice that is uniquely you. We provide comprehensive wealth management, cost-efficient portfolio construction, and ongoing collaboration to help you achieve your goals with confidence. As a fee-only firm, we put your best interests first, considering your personal financial goals, timeframe, and risk tolerance. It's this personal attention and singular focus that helps our clients realize remarkable results.Our investment philosophy is based on four leading principles—asset allocation, asset ownership, rebalancing, and cost-effective and tax-efficient implementation—and designed to help you maximize your return while aligning with your individual investor profile. Our process-driven approach to rebalancing ensures that you, and your investments, are secure now and in the future. Are you ready to build your own wealth management plan? Contact us today. *This website is for informational purposes and does not constitute a complete description of our investment services or performance. This website is not a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable but we do not guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Shone Wealth Management is a registered Investment advisor registered with the Securities and Exchange Commission.
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