Who We Are

LoneTree is a full-service wealth management firm with a mission of better serving our current and future clients.

This is accomplished through comprehensive financial planning and our open-architecture investment management approach which includes traditional public market securities and access to private market opportunities. Most importantly, our boutique approach allows our clients to engage with their financial well-being through an array of user friendly platforms.

Today, our client base consists of entrepreneurs, young professionals, athletes and retirees. As we continue to grow, please feel free to reach out to see how we can work together.