Our Services

Above & Beyond the Competition

We provide trusted, relationship-based financial services.

Our ultimate charge is to help our clients—both individuals and businesses—maximize their full wealth potential. Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, Shone Asset Management provides the sound, professional counsel to help you get there, with confidence.

Investment & Asset Management

  • Investment planning
  • Investment risk management
  • Investment tax planning
  • Asset allocation
  • Lump sum distribution advice

Financial Planning

  • Integrated tax planning
  • Financial risk management
  • Retirement planning
  • Executive compensation planning

Wealth Management

  • Trust planning and management
  • Wealth transfer
  • Estate tax planning
  • Endowments and foundations

We help clients make the complex world of personal finance simple

Fee Only Investment and Financial Planning

Planning Process

Steps of the planning process for Client

First Data Gathering Meeting

List of information needed for planning

Investment Philosophy

Description of the Investment Philosophy of Shone Asset Management

Client Worksheet

Data gathering information for first planning meeting


See all of our services

Our main focus is you.

We consider your personal financial goals, timeframe and risk tolerance—and then assemble a diversified portfolio that allocates investments that are unique to you, and that represent your best interests. Our process-driven approach to rebalancing ensures that you, and your investments, are secure now and in the future.