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
Clearstone Wealth Management
"We started Clearstone to do just that.
"Using the same personal, hands-on approach, we help clients prepare their entire net worth - including their business or professional practice – to support their personal and family goals. We establish and increase the value and sellability of the business. We create investment strategies to complement the owner's business wealth with his or her financial goals. We work to reduce taxes; including those that will come after retirement. We identify and mitigate risk, facilitate estate considerations, protect legacies.
"And we do this for one reason: to fulfill our continued focus to help our clients “finish well.”
... we had to find a way to prepare them for the time when their business, investments and other sources of income and wealth converged to support something new ...
In the words of our founder ...
"More than twenty years ago, when I started working with small and medium size companies, I had a single focus: I wanted to help business owners, professionals and family enterprises to “finish well”.
"We did this by helping owners identify and then solve – not just plan for solving – the challenges they encountered throughout their business life cycle; from start-up to growth to expansion to when they would transition their company to new owners or family members.
"Our approach, though unorthodox, proved to be effective. First, we structured our work to meet the needs, challenges, goals and expectations of our clients. We provided experienced-based, tailored solutions that produced measurable and lasting results.
"Second, we became personally and deeply involved with the business or practice, its leaders and team. We worked from within. And from there we delivered hands-on, executive-level guidance and support that proved to be both effective and profitable.
"Over time, we worked with over one hundred owners, partners and family business leaders, guiding them through the challenges faced when transitioning their company - which frequently represents their single largest assets - to new owners and leaders.
"To help our clients 'finish well,' we had to plan and prepare for the time when their business, investments, real estate, insurance and other sources of income and wealth converged to support something new; a season in which they would fully enjoy the rewards of the years invested in their business or profession.
Paul Brown M.A., CEO
For more than twenty years, Paul Brown has worked closely with business owners, partners, professionals and family leaders to design and implement effective strategies for their company’s growth, renewal, turnaround and succession. After working as a consultant for Moss Adams, one of the nation’s largest accounting and consulting firms, he became convinced that standardized approaches and cookie-cutter solutions seldom produce lasting, meaningful results. He took a different approach; one that focused on meeting the unique needs, challenges and expectations owners face throughout the life-cycle of their business or professional practice.
Paul has been a hands-on advisor and "interim executive" in the financial industry and has worked with firms and privately owned businesses throughout the United States, including Hawaii and Alaska, and in Eastern Europe.
He started Clearstone Wealth Management, a fee-only investment advisory firm, to help business owners, family enterprises and career professionals prepare for when they face the unique challenges that come when their business, investments and other sources of income and wealth converge to support their long-term and legacy goals.
In addition to having a graduate degree from Bellevue University, Paul is a proud member of the University of Iowa Alumni Association (Go HAWKS!) and a life-long fan of the Chicago CUBS. Yes, he had tears in his eyes when the CUBS won the 2016 World Series.
In his spare time, Paul plays golf, skis and enjoys his family. In warm weather, he can be found riding his motorcycle through one of the area's beautiful mountain ranges.
Paul can be reached at firstname.lastname@example.org
or called direct at 877-926-6922.
P.O BOX 561 • LIBERTY LAKE, WA 99019
P: 877-926-6922 | F: 855-926-6922