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

We do not require an account minimum to establish an advisory relationship. The majority of our clients fall into two main categories:

1) Wealth Preservation: These clients are in well-established careers or in the retirement stage, typically with over $500k in investable assets.

2) Wealth Accumulation: Moonstone serves individuals and young families that are in the growth stages of their careers, focusing on long-term planning. There is no typical asset range, as these clients vary greatly in their career tenure.

While each portfolio is custom built 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 plan in your wealth scope?

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

We are truly a fee-only wealth manager and do not receive any incentives from banks, investment managers, broker/dealers or administrative service providers.

The fee is determined by size and complexity of assets under management and includes both comprehensive planning and actively managed portfolios. The majority of our accounts utilize a basis points structure (a fractional percentage of account value).

No. Moonstone helps people across the country. We can meet with you by phone, virtually (via Zoom or Skype), or in-person if you’re in the Chicagoland area. Let us know what works best for you.

We invite you to schedule a complimentary discussion to see if Moonstone is the right fit. There is no cost or obligation associated with the introduction. This is your wealth journey, and we would be honored to be a part of it.