Our mission is to provide
financial clarity.

Moonstone Asset Management is a truly independent wealth management firm providing expert in-house money management and exceptional client service. We pride ourselves in being a trusted resource to talk through financial concerns and opportunities. With a holistic and adaptive approach to wealth management, we create dynamic investment plans to meet the evolving nature of your life.

We uphold our fiduciary responsibility and make investment decisions based on your best interest. As a fee-only investment advisor, we do not sell or accept commissions from investment products, firms or custodians.

FAQs

What makes Moonstone different?

Our true independence, expert in-house money management and client-first approach allows us to always act in your best interest. We want to reinvent the way you experience investing and wealth by coordinating all aspects of your financial life. This is how we are different:

  • No models, no third-party managers, and no algorithms are used. Your personalized portfolio is custom built.

  • We walk you through your investment roadmap in plain English.

  • Our mission is to simplify your wealth to provide financial clarity.

  • We do not sell products and we do not receive any commissions, 12b-1 fees, or have any revenue-sharing arrangements with third parties.

What Type of clients do you help?

Our clients trust us to manage their wealth so they can focus on the non-financial aspects of their lives that matter most. Clients are typically in a period of transition from one life stage to the next when they utilize our services, such as:

  • Nearing retirement

  • Job/Career change

  • Inheritance

  • Divorce

  • Loss of a spouse or loved one

  • Caregiving for aging parents

What is your investment strategy?

While each portfolio is custom build for the client, we believe in high-quality, low-cost, dividend-paying investments that have a long-term focus.

We keep a strong pulse on what’s happening in the market, and continuously monitor and adjust your portfolio based on your adaptive investment plan. Your actions and market temperament will define your investment strategy, such as:

  • How much cash do you need to have on hand?

  • Do you need to take money out? How often?

  • What role does this portfolio play in your wealth scope?

  • When the market dips, will it keep you up at night?