TrustStone Wealth Partners is a North Carolina Registered Investment Adviser based in Chapel Hill, serving individuals, households, and businesses with financial planning and wealth management. The firm focuses on people age 50 and older who are approaching or living in retirement, with at least $500,000 in investable assets. Its services include longevity planning, investment management, retirement and income planning, tax planning, estate planning, and insurance and risk planning.

For small and midsize businesses, TrustStone provides retirement plan solutions designed to support tax-incentivized plans and employee benefits. These services include investment management, fee analysis and benchmarking, employee engagement, plan design consulting, and fiduciary governance, including 3(21) and 3(38) fiduciary services.

The firm describes its approach as “Value First,” emphasizing transparency, trust, and helping clients understand potential strategies before entering a formal agreement. Its process begins with a complimentary planning session to identify priorities and opportunities tailored to a client’s financial plan.