# WillowStone Wealth Management

- **Website:** <https://willowstonewealth.com>
- **Primary alias:** `willowstonewealth.com`

## Description

WillowStone Wealth Management is a financial advisory firm based in Westfield, New Jersey, serving high-net-worth individuals, families, and business owners across the country, with locations in New Jersey and Florida. The firm takes a holistic approach to financial well-being, pairing financial experience with personalized service and a focus on building lasting relationships grounded in trust and mutual respect.

Its services are designed to address clients’ complex financial needs and support stability and growth. Offerings include customized investment portfolios, comprehensive financial planning, fixed income solutions, and retirement planning. WillowStone works with multigenerational families, professionals such as doctors, attorneys, and executives, business owners, and retired professionals.

Clients can explore the firm’s insights on topics including lifestyle spending, business value, and investing during periods of high inflation, or schedule a personal consultation. Securities and investment advisory services are offered through &Partners, LLC, a registered broker-dealer and investment adviser. Fidelity Investments, through National Financial Services LLC, serves as the firm’s primary custodian for client assets.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/61566712651010)
- [instagram](https://instagram.com/willowstonewealthmanagement)
- [linkedin](https://linkedin.com/company/willowstone-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/id0hylBreL/w/820/h/248/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793333124011)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id0hylBreL/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793333124143)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Gable Green | #183c33 | accent |
| Te Papa Green | #1b4239 | dark |
| White | #ffffff | light |

## Fonts

- var(--wp--preset--font-family--heading) — asset _(custom)_
- var(--wp--preset--font-family--body) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id0hylBreL/w/748/h/127/idrQcjBtNr.jpeg?c=1bxid64Mup7aczewSAYMX&t=1729767589543)

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_Source: <https://brandfetch.com/willowstonewealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._