Live for today. Prepare for tomorrow.


With financial advice that’s built around you.

What matters most to you, matters to us.

At Shone Asset Management, we embrace your goals and dreams and put a plan in place to help you reach them.

MISSION STATEMENT

Provide clients with objective financial and investment advice and act as their financial advocate.

Utilize an investment management process designed for wealth preservation and growth.

Offer and communicate perspective and expertise on the financial marketplace.

 

Simplifying the complex world of personal finance.

Trust our advisors to pave the way to financial security with strategic planning, wealth preservation and a solid growth plan.

 

At Shone Asset Management, we take a uniquely personal approach to investments and financial planning.

Before we talk about us, we get to know you. We learn about your short- and long-term goals. We talk about your vision for your retirement years. And we take a look at your current needs—whether that’s sorting out an executive compensation package or a wealth transfer—and develop a strategic plan to help you manage it all, comfortably.

Our model is process-driven: With your comprehensive financial plan in place, ongoing dialogue with our advisors ensures that your unique needs are best served, at every turn. Shone Asset Management provides thoughtful counsel and manages the adjustments to your portfolio that better position you to enjoy the people, things and experiences that are important to you today, along with security and stability down the road.

SAM Introduction

We provide trusted, fee-only financial planning services and investment advice

As a fee-only firm, Shone Asset Management does not receive compensation from third parties such as Wall Street brokerage firms, mutual funds or insurance companies. This ensures conflicts of interest are avoided while affording greater transparency for our clients.

Helping you reach your goals and achieve financial security is a responsibility we don’t take lightly.

Philosophy

Our investment philosophy is an extension of our personal approach to financial services—we custom-build a portfolio with investment allocation that perfectly suits your needs and goals with low-cost, tax-efficient structures. Ongoing review and counsel helps you make the most of your assets while building financial security.

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Technology

Using our smart, secure digital platform you can upload and access all of your investments and liabilities on one dashboard and from all of your digital devices: View performance reports, statements, research and more.

CUSTOMER SERVICE

We pride ourselves on our relationship-based approach—and our responsive client service: The fact that the majority of our business comes from referrals is a testament to our engaging, customer-first directive.

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CALL US TODAY

(925) 472-0874

Let’s talk about you.