Our Story
We started with a decision to do things differently.
We created Alderstone Wealth Management because we wanted to build the kind of practice we couldn’t find elsewhere.
After years in the industry, we found ourselves pulled in a direction that didn’t feel right. There was too much focus on the bottom line, and not enough on people. That’s not how we wanted to work.
Our clients in the greater Puget Sound area and beyond, have always trusted us with more than their investments. They’ve shared their lives, families, losses, and transitions. We wanted a space that honored that trust—a place built around relationships.
Alderstone Wealth Management is a fresh start, but it’s also a continuation of the work we’ve done for decades: listening and doing what’s right for the people we serve.
With &Partners and Fidelity Investments, we’re backed by trusted resources that help us serve you even better.
Meet our team.
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Cynthia Briggs
Co-Founder, Managing Director
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Matt Frank, AIF®
Co-Founder, Managing Director
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
“Our job is to listen carefully, educate and recommend active strategies that help meet our clients needs and take the noise out of having a financial plan.”
– Alderstone Wealth Management
Our Mission
You are what we’re here for.
At Alderstone Wealth Management, our mission is to be steady partners through every stage of life by giving honest advice that stays focused on your goals and values.
Our Vision
The future we see.
We see a practice where clients feel truly understood and confident in their financial decisions. Where technical experience meets genuine human connection, and wealth management supports the dreams and legacy that make each client’s story unique.
Our Core Values
Standards you can count on.
Integrity
We don’t answer to sales goals or product quotas. Our advice is shaped by what’s right for you and nothing else.
Relationships First
We take the time to know your story, because this work should feel personal.
Transparency
We break things down in a way that makes sense, without assuming you already know the details.
