Clearstone Wealth Management is a fee-only wealth management firm offering fiduciary financial planning and investment management. The firm says clients’ financial success and peace of mind come first, and that it acts in their best interests. It serves clients across multiple states and is registered as an investment adviser in Montana, Washington, and Tennessee, with services subject to applicable registration requirements.

Clearstone’s approach begins with understanding each client’s goals, concerns, and financial circumstances. The firm helps clients map their overall wealth, clarify priorities, and review how their portfolios align with their future plans. New clients can receive a free portfolio review. From there, Clearstone develops a customized investment strategy and actively manages it as market conditions change. Its stated investment philosophy emphasizes discipline and patience rather than chasing trends, seeking growth in advancing markets while acting to protect account value during downward trends.

The firm’s process starts with a conversation, continues with goal-setting and a wealth review, and concludes with a tailored strategy.