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Get Started with Shone Wealth Management

Wealth Management

It’s time to maximize your full wealth potential.

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Our ultimate charge is to help our clients

Wealth means different things to different people

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Discover Wealth Management

Solutions for Every Stage of Your Life

WEALTH TRANSFER

Shone Wealth Management successfully assists high-net-worth individuals with tax-efficient strategies for transferring wealth to heirs, foundations, and other beneficiaries. We provide guidance in foundation governance and succession planning, and our relationships with experts in estate planning and taxation help us assure our clients that their hard-earned legacy is passing into well-prepared hands.

ENDOWMENTS AND FOUNDATIONS

Donor-advised funds, charitable remainder trusts, and other philanthropic strategies are among the tools that we use to help endowments and other charitable and family organizations extend the impact of their mission.

TRUST AND ESTATE PLANNING AND MANAGEMENT

We can guide you through the process of establishing a trust, appointing trustees, and establishing the documentation necessary to insure the long-term viability of your legacy. Whether you are seeking to establish a philanthropic entity or a trust for the benefit of your family, we can help you make sure that your wishes are carried out with utmost attention to legal, estate tax, and governance best practices.

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Put the Power of Technology to Work for Your Finances

Benefit from innovative tools and technology to make your experience with Shone Wealth Management as seamless as possible. Our smart, secure digital platform allows for anytime-anywhere access to resources that are essential to your financial picture, including performance reports, statements, research, and more.

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Let’s Start the Conversation

Interested in becoming part of our growing community? Schedule a 15-minute consultation with our team to start the wealth management planning process.

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