Goldenstone Wealth Management is an independent investment management and advisory firm. Our Founders have an established track record of success in helping our clients meet their financial goals. Our portfolios, plans, and strategies are individualized and customized to achieve investor objectives, recognizing that each client is unique. We serve High Net Worth Individuals, Private Fiduciaries, Retirement Programs, Trusts, Corporations, Endowments, Foundations, and Businesses. Goldenstone?s mission is to help you protect and grow your wealth to reach your financial goals by providing unbiased financial advice. We take the time to understand your short-term and long-term goals. Our services include portfolio/asset management, customized investment strategies, retirement planning, management of retirement assets, financial planning, and tax mitigation strategies. We are committed to holding ourselves to the highest fiduciary standard and you can rest assured that your assets are in the very best hands with us.
As a Financial Planner, I help to equip professional career women, moms, wives, and their families to achieve their financial goals. Our services focus on what's most important to you, setting goals, with mapping out a plan with definitive time frames and focus. We want you to have clarity on what is working, and what is not. Also together educate you on things you may want to change to meet the goals without stress and confusion
Banking is a rather crowded industry, where mostly the same products are available and we each say our service is the best. So, what makes American River Bank stand out from the crowd? We know who we are, what we do well and the value we provide to our clients, shareholders and employees.
First Northern Bank - Rancho Cordova Financial Center Kristen Holihan
Building long-lasting relationships where we can address specific financial needs on a personalized basis, provide opportunities for our employees, and be committed and passionate about making a difference in our communities.
Personal banking, business banking, and wealth management solutions. Committed to the financial well-being of our members. Professional experts help you achieve your life-long financial goals.
Merrill Lynch-Bank of America (Corporate Team - Barney/Castillo Group) Christopher CASTILLO
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what?s most important to you.
Prudential Advisors - Elizabeth Keyser Elizabeth Keyser
