Archstone Advisors and it's network of trusted professionals delivers services in the following five areas to it's clients:
1.
Investment management. By utilizing a well diversified portfolio of securities we seek to optimize our clients' returns given their timeline and risk tolerance.
2.
Wealth Enhancement. Minimizing the tax impact on clients' investment returns while seeking to deliver the cash flow they need to fund their goals.
3.
Wealth Protection. Taking steps to protect against catastrophic losses, potential creditors, litigants, children's spouses and potential ex-spouses and identity thieves.
4.
Wealth Transfer. Finding and facilitating the most tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet the client's wishes.
5.
Charitable Giving. Helping the client fulfill their charitable goals in the most efficient and impactful manner possible.