WealthStone Financial is an independent financial firm in Cedar Rapids, Iowa, focused on helping individuals and families plan for long-term financial well-being. The firm works to build strong client relationships, tailoring its approach to each person’s needs, goals, and future wishes. Its planning supports a range of aspirations, including preparing for an early retirement and building a legacy for future generations.

WealthStone Financial emphasizes attentive service, integrity, diligence, and keeping clients’ goals at the center of its work. Its team brings experience in financial advising, operations, client relations, and compliance. Firm president Monte S. Marti specializes in asset allocation analysis, diversification, and risk management.

The firm offers financial advice and wealth management services, with securities and investment advisory services provided through Osaic Wealth, Inc. Its website also provides client account access through OneView and Wealthscape Investor, along with informational updates on IRA and 401(k) contribution limits. WealthStone invites individuals and families to discuss which solutions may suit their circumstances.