AI Doomerism
In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI…
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Welcome to Millstone Wealth Management
Building the cornerstone for our clients' security, goals, and legacy.
Fiduciary advice, independent thinking, and a plan structured around you.
Who We Are
At Millstone Wealth Management, we believe financial planning should bring clarity, confidence, and direction to your financial life.
We are an independent fiduciary wealth management firm. We provide objective advice tailored to your goals and best interests—without being tied to proprietary products or one-size-fits-all recommendations.
Meet the Team
Where We Serve
The right advisor, wherever you are
Our clients are spread across the country, and we work with them the way they prefer—in person, by video, or by phone. You shouldn’t have to settle for the nearest advisor when you can choose the right one.
What We Do
Comprehensive planning for every stage of life
Financial planning is about more than investments. It requires a thoughtful strategy that considers every aspect of your financial life and how each decision impacts your long-term goals.
Retirement Planning
Retirement is a major financial transition that involves high-stakes and often irreversible decisions. A clear roadmap with defined milestones helps ensure you’re informed, prepared, and confident.
Learn MoreInvestment Management
Personalized investment strategies based on your objectives, time horizon, risk tolerance, and income needs—kept aligned with your broader financial plan.
Learn MoreConcentrated Stock Positions
Diversify large stock holdings through individual lot sales, gifting to family or children, charitable gifts via a donor-advised fund, or option strategies such as covered calls.
Learn MoreTax Reduction Strategies
Proactive tax planning, retirement income strategies, Roth conversions, charitable giving, and investment decisions designed to help more of your wealth stay working toward your goals.
Learn MoreRisk Management
A well-crafted financial plan considers both expected and unexpected events and provides strategies to help protect your financial future.
Learn MoreEstate Planning
An effective estate plan brings together even the most complex financial considerations—wealth transfer, incapacity planning, charitable giving, and family legacy objectives.
Learn More
Our Process
The Client Experience
Financial planning is not a one-time event—it’s a cycle we return to together. Hover or tap a millstone segment to see what happens at each step.
See How It Works
01
Discovery Meeting
02
Data Gathering
03
Analysis & Design
04
Plan Presentation
05
Implementation
06
Ongoing Partnership
Our Team
Meet the people behind the plan
Our advisors are supported by specialists in markets, compliance, operations, and business strategy. Click a name to read a bio.
Insights
Economic & Market Reports
Timely analysis and thought leadership to help you stay informed.
The Subtle Change
By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds…
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It’s the End of the World as We Know It (and I Feel Fine)
By Eric Parnell “Team by team reporters, baffled, trumped, tethered, cropped Look at that low playing, fine, then”…
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