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

Our Services

We offer a range of planning resources and services to help you reach your goals:

  • Comprehensive portfolio management
  • Ongoing investment monitoring
  • Periodic reviews
  • Financial planning
  • Investment strategies
  • Insurance solutions
  • Cash flow and tax planning
  • Wealth management
  • Income distribution
  • Estate planning
  • Retirement planning
  • Coordination with other professionals

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

Click Here

Shone Asset Management, LLC

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