Who We Help
You’re looking for financial clarity.
You don’t need to have everything figured out, but you probably value honesty, consistency, and a relationship that feels personal.
Many of the people we work with share traits like these:
You’re a Boeing employee or retiree.
You’ve built a career showing up day after day and putting in the work. Now you want to help make sure your retirement benefits are working as hard as you have. You’re not looking for something flashy, you’re looking for a clear plan and an advisor who understands how Boeing engineers think.
You’re a Navy veteran or military family.
Service has been your life—steady decisions, constant change, and putting others first. Now you’re looking for a plan that respects what you’ve built and helps you move forward with confidence. Between military pensions, SBP elections, and VA benefits, post-service life brings a new set of choices. You don’t need someone to impress you. You need someone who gets it and keeps it simple.
You’ve experienced a major life change.
Maybe you’ve lost a spouse. Maybe you’re navigating divorce or caring for aging parents. Whatever the situation, life looks different, and financial decisions feel heavier. You’re looking for retirement and financial planning that respects what you’re going through, and an advisor who takes the time to understand before offering advice.
You’re preparing for retirement or already living it.
You’ve spent years working hard and thinking ahead. Now you want to feel organized and supported, with a plan that shows how it all comes together. You’re not chasing the latest trend. You just want to make smart decisions about what comes next.
Our Services
Here’s how we help.
Retirement Planning
We help you connect all the moving parts so your retirement works on your terms.
- Get a clear picture of your current retirement savings
- Explore when and how retirement could work for you
- Get a strategy for drawing income in a sustainable way
- Make informed decisions about Social Security and healthcare
- Talk through the “what ifs” with someone who’s done this before
Investment Planning
You want your money working for you, but without complexity. You’re looking for a clear strategy, not market hype.
- Understand how your portfolio is invested today
- Align your investments with your goals and risk tolerance
- Make changes with purpose, not emotion
- Know what you own and why you own it
- Stay focused on the long term, even when markets shift
Wealth Preservation
You have a desire to preserve what you have—thoughtfully, not fearfully. You’re looking for strategies that keep more in your hands and help you plan ahead with purpose.
- Use tax planning strategies to avoid unnecessary surprises
- Coordinate with estate planning professionals to stay organized
- Review risks that could impact your financial picture
- Evaluate your insurance needs with your full plan in mind
- Plan for how your wealth will be used, shared, or passed on
Estate Planning Strategies
Legacy planning should be clear for you and the people you care about. You want a plan that reflects your wishes and helps avoid confusion later on.
- Clarify your goals for how assets should be passed on
- Coordinate with attorneys to align your plan and documents
- Review wills, trusts, and beneficiary designations
- Organize key information to make things easier on your family
- Revisit your plan over time to keep it current
Neither Alderstone Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Our Investment Philosophy
A calm approach to market noise.
We don’t pretend to have a crystal ball. Markets move, headlines come and go… but that’s not where we focus. Our job is to help you make decisions that are steady, informed, and built around your goals, not someone else’s forecast.
This is about building something that holds up over time.
Our Process
We keep it simple.
01.
Listen and Learn
We start by hearing your story. What matters to you, how you’ve made decisions so far, and what’s on your mind now. This is where we slow down and really get to know you. No assumptions and no pressure.
02.
Alderstone Wealth Management Assessment
Next, we take a clear-eyed look at where things stand. We review your accounts, benefits, and financial structure to see where things are strong—and where there may be gaps. You’ll get honest input and a deeper understanding of your full picture. We want to make sure Alderstone Wealth Management is as much of a fit for you, as you are for us.
03.
Build a Holistic Plan
Once we understand your full picture, we work together to build a plan that supports your goals and reflects how you actually live. We help you make smart, steady decisions so you can move forward with purpose.
04.
Adjust as Life Changes
Your plan isn’t static. We’ll stay in touch and revisit your strategy, making changes when life, the markets, or your goals shift. You won’t have to chase us down, we’ll already be there.
