We Are a Bay Area Investment & Financial Services Company
At Shone Asset Management, we work to help you achieve financial well-being. From our headquarters in Walnut Creek, we provide fee-only financial planning, investment advice and wealth management services. Fee-only means our compensation comes only from the clients we serve, and not from third party sources. This guarantees a level of transparency that underscores our charge to put you first: Your goals and dreams drive all that we do.