LONETREE’S STORY

As the landscape of the investment management industry has shifted in recent years, we saw an opportunity to offer a more customized approach in the construction of our client’s financial plan and investment strategy. The dichotomy of client needs and industry fees can often represent a lack of transparency and fiduciary responsibility. As a fiduciary, we seek to partner with clients who seek comprehensive wealth management solutions, while receiving only the most suitable guidance and advice.
Learn what this means

Why Us?

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Customized Investment Solutions
Our firm has extensive relationships with unique investment managers that can be combined to create a customized investment solution based on our client’s needs. As an independent firm, we seek best in class managers that are free from conflicts to best serve our clients.
Comprehensive Planning
In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.
Fiduciary
We are compensated only by our clients, never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.
“Our process’ were developed so that clients would have a trusted steward of their capital by providing transparent advice and stringent investment due diligence.”
Jimmy Beard, LoneTree Co-Founder and Principal
Speak with Jimmy
© LoneTree Wealth Management.   Form ADV  |   Disclosures
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
Powered by AdvisorFlex.
Contact Us