Lodestone Wealth Management LLC

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Home - Lodestone Wealth Management ABOUT US OUR TEAM Contact Us WEALTH MANAGEMENT, LLC Don t let concerns about money distract you from living your life. SCHEDULE A CONSULTATION We strive to provide exceptional service at an exceptional value. SCHEDULE A CONSULTATION Investment Management Financial Planning tax planning Our Pledge Investment Management We work with our clients to structure what we call evidence-based portfolios customized to the client. The stock portion of a portfolio generally provides the highest returns over time and the stock portion of the portfolio generally has more volatility. The bond portion of a portfolio, which includes money market cash, generally provides stability in the portfolio and bonds generally provide less return than stocks over time. We work with our clients to determine how much risk is appropriate for each client and help the client arrive at the appropriate mix of stocks and bonds. The stock portion of our portfolios provides diversification between the largest companies in the world and provides exposure to middle and small capitalized publicly traded stocks. Most investors understand diversification reduces risk. We also believe diversification among stocks and having some global stock exposure reduces risk and increases return over time. We generally use low-cost exchange traded funds (ETFs), low-cost mutual funds, individual stocks and bonds to structure our portfolios. Click Here Financial Planning A financial plan is a financ

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