About Goldenstone Wealth Management
Goldenstone Wealth Management
Goldenstone Wealth Management is an independent investment management and advisory firm located in El Dorado Hills, CA. With a focus on individualized strategies, they assist clients in reaching their financial goals by providing unbiased advice and personalized plans. Serving a diverse clientele, including High Net Worth Individuals, Trusts, Corporations, and more, Goldenstone adheres to the highest fiduciary standards to ensure clients' assets are in capable hands. Their comprehensive services cover portfolio management, retirement planning, financial planning, and tax mitigation strategies.
At Goldenstone Wealth Management, clients can rely on a team of experienced Founders with a proven track record of success. With dedication to understanding clients' unique short-term and long-term goals, they offer tailored solutions to safeguard and grow their wealth. Operating under a commitment to excellence, Goldenstone stands as a trustworthy partner, offering expert financial guidance and unwavering support on the journey to financial prosperity.