WEALTH & FINANCIAL PLANNING

Tailored Services

Investment advice offered through IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

WEALTH  MANAGEMENT  LLC

PERSONAL CFO

​INCOME TAX

TRANSPARENCY

"We are uniquely positioned to help business and practice owners, career professionals and self-employed individuals successfully navigate the complexities of their total wealth picture. Having worked with owners for more than 20 years, we know the impact a business or practice can have on their wealth. We provide the insights and team they need to create lasting value for themselves, their families and their legacies." 

With clear insights comes lasting value

Uniquely Designed and Professionally Delivered

OBJECTIVE

CLARITY

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OBJECTIVE

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INSTITUTIONAL, NON-PROFITS & TRUSTS

"At Clearstone, we begin by listening; we want to learn as much

as we can about our clients and not just their numbers. We want to know where they are in life, where they hope to go, their challenges, their milestones. We believe a client-centric plan and custom investment strategy should consider all of this - and possibly even more - and address the unique circumstances that apply to their situation." 

Fee-Only Pricing

TRANSPARENCY

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SERVICES

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Committed to the "client first" fiduciary standard

​BUSINESS & PRACTICE

INVESTMENTS 

"Total Wealth Solutions" for your Total Lifetime Goals

P.O BOX 561 • LIBERTY LAKE, WA 99019

P: 877-926-6922 | F: 855-926-6922

Copyright© clearstone wealth management. all rights reserved.

Unbundled for complete customization

Comprehensive Planning  Specialists

CLARITY

Clearstone Wealth Management 

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        CLEARSTONE