Invested in your

personal story.

A concierge wealth management firm located in Chicago’s north shore, serving clients everywhere.

Designed Around You

We combine a seasoned strategic approach with your personal investment journey to set you up with the best opportunity for financial success. We’re hands on, which means we manage your account in-house and advise you along the way.

Retirement Starts Here

Managing your retirement savings is about more than just how you save. It’s how you’ll spend it as well. We help you out with every step of the process from start to finish.

Personalized Plans

When your life plans change, we help you roll with it. We can review anything you’d like to share with us (even assets we don’t manage), so we’ll always have a full financial picture of the real you, what you need, and what you don’t.

Benefits That Count

We help small to midsize companies design innovative corporate retirement plans that meet the needs of both the employees and employers involved.

Unique Just Like You

We don’t use canned investing strategies. Each client is different, so each of our portfolios are too.

Learn Alongside Us

Our client relationships are rooted in education and empowerment. We don’t just invest- we take the time to explain the what, how and why.

Embrace The Future

We believe in discipline and practicality- that’s how we build our investment strategy for the long-run.

Let Us Create Your Own Personal Investment Strategy

Our mission is to provide clear, unbiased financial advice with a commitment to your success. At Moonstone, we develop straightforward, sustainable solutions that are guided by your unique needs and goals.
Season Two of 2020

Season Two of 2020

We’re two weeks into the new year and so far it’s feeling a lot like 2020 Part 2. The manner in which the recent political turmoil played out has gotten our attention. It is understandable to...

Quarterly Newsletter Q3 2020

Quarterly Newsletter Q3 2020

I hope you are feeling well both in mind and body. Judging by the events during the year, we are bracing ourselves for more tumult. The good news is despite the challenging environment, your...

Create Gratitude & Happiness

Create Gratitude & Happiness

What’s been the biggest surprise for you in the past year? For most people, the answer will be something negative. Why? Because we naturally remember the negative far more vividly than...

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Moonstone Asset Management is an independent registered investment adviser

This is a one-on-one relationship and we work solely on your behalf. We do not receive any commissions, fees or incentives from third parties.

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