Also known as lodestone wealth
Lodestone Wealth Management is a wealth management firm in Spokane, Washington, founded in 2009 and reporting about $230 million in assets. It offers investment management, financial planning and tax planning to individual clients. Portfolios are described as evidence-based and customized to each client's risk tolerance, mixing stocks and bonds. The firm generally uses low-cost exchange traded funds, low-cost mutual funds, individual stocks and bonds, with diversification across large, mid and small capitalization and global equities. Financial planning relies on cash flow analysis, and the team includes a Certified Public Accountant who assists with federal and state income tax and estate planning.
Public regulatory records matched to Lodestone Wealth Management from SEC and IRS filings.
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Lodestone Wealth Management is a wealth manager based in Spokane, United States, managing approximately $230M in assets.
Lodestone Wealth Management is headquartered in Spokane, United States.
Lodestone Wealth Management manages approximately $230M in assets under management.
Lodestone Wealth Management was founded in 2009.
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