Shone Asset Management LLC

How we help you succeed . . .

We provide comprehensive wealth management, cost-efficient portfolio construction & ongoing collaboration to help you achieve your goals.

The first 90 days…

What to expect:

boxesReach your goals  |  Maintain confidence  |  Balance risks, rewards

How we communicate with you

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, and our informative client newsletter. You can also count on a response within 24 hours whenever you contact us with a question or concern.

Client Portal

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Shone Asset Management, LLC

1676 N. California Blvd. Suite 410
Walnut Creek, Ca. 94596
(925) 472-0874
mshone@shoneassetmgmt.com
gmarkham@shoneassetmgmt.com