Address: 1102 A Street, Suite 300, Office 323 Tacoma, WA 98402
Phone: (253) 527-5269
Common questions we hear.
Where are my assets held?
Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Alderstone Wealth Management, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Who is &Partners and why do you work with them?
We are proudly partnered with &Partners, a wealth management firm with comprehensive technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
How do you differentiate yourself from other financial advisors?
We differentiate ourselves through our listening-first approach. Before making any recommendations, we take time to truly understand your unique goals, values, and concerns. This foundation allows us to create financial strategies that genuinely reflect what matters most to you, rather than applying one-size-fits-all solutions.
What types of clients do you typically work with?
While each client situation is unique, we often work with pre-retirees and retirees, women in transition (including widows and self-employed businesswomen), and established professionals (particularly those with Boeing or military backgrounds). Our clients typically have $500,000 or more in investable assets and value a relationship-based approach to financial planning.
How often will we meet to discuss my financial plan?
The frequency of our meetings depends on your preferences and needs. Typically, we recommend quarterly reviews during the first year as we establish and implement your plan. After that, we generally meet semi-annually or annually for comprehensive reviews, with additional meetings as significant life events or market conditions warrant.
What is your investment philosophy?
We believe that successful investing begins with understanding your goals and what you want your money to accomplish. From there, we develop strategies designed to balance growth opportunities with appropriate risk management. We focus on helping you navigate market volatility with confidence, always keeping your long-term objectives in mind.
How are you compensated for your services?
We believe in complete transparency regarding compensation. We offer fee-based financial planning and investment management services, with fees clearly disclosed and discussed before any engagement begins. During our initial consultation, we’ll explain our fee structure in detail and answer any questions you may have.
