Helping individuals and families pursue their wealth goals since 1995.
Downside protection to help keep your portfolio steady through every cycle
Strategies Designed for Stability
Guidance that feels personal while supporting your wealth goals.
Relationships That Feel Like Family
Our Story
Since 1995, Silver Stone Investment Management has grown and adapted to the financial landscape to meet your needs as they continue to evolve. Our multi-generational team brings a variety of backgrounds, including estate planning strategies, tax planning strategies, wealth planning, and operational management. This combination of skills enables us to provide you with well-rounded guidance and support in one place. Through every stage of our growth, our focus has remained the same: helping you achieve your financial goals with confidence and care.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Our Approach
We take time to understand each of your goals, comfort levels, and priorities. Conversations feel natural and familiar, and we offer guidance with the same care we would show our own families.
Our team brings a mix of backgrounds including wealth planning, tax and estate planning strategies, and operational experience. This range of viewpoints allows us to shape guidance that reflects each unique situation.
We focus on creating plans that balance growth opportunities with the level of downside protection based on your preferences. Every decision is made through a combination of thoughtful analysis and a deep understanding of what matters most to you.
Our Mission
Our mission is simple: to give clients more. More freedom. More options. More confidence in their financial future. We became independent to serve clients on our own terms, with unbiased advice, transparent communication, and a focus on holistic planning that fits their real lives. Our goal is to deliver thoughtful investment strategies and financial guidance without unnecessary cost or complexity. Every plan we build is centered around what matters most to you, balancing opportunity for growth with strategies that help protect what you have worked hard to earn.
Let’s Build a Plan That Best Fits You
Whether you’re preparing for retirement, managing a career transition, or simply looking for clarity, we’re here to help.
Reach out for a conversation and experience wealth advice that feels personal, practical, and built around you.