Providing Personalized Solutions and Private Access.

Your Benefits

A combination of independence, comprehensive service, alternative investment opportunities, and client focus sets us apart. We seek to provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company.

A Steward of Your Wealth

Personalized portfolios built to fit for your plan while adhering to your risk tolerances.

Current Resources: Initiate your financial autonomy so you can maintain your lifestyle while building for your future.

Lifetime: Building wealth for retirement, surplus spending, charitable giving and wealth transfers.

Transcendence: Ensuring your life’s work will empower family, friends and philanthropy.

Learn More About LoneTree’s Views

Tailored Investment Portfolios

  • Individualized asset allocation based on risk tolerance, current financial standing and financial goals.
  • Institutional-quality private market opportunities.
  • Portfolio maintenance based on current market conditions and changes to financial needs.
  • A transparent view of your underlying holdings.

Real Estate   |   Private Credit

Private Equity & Private Equity Secondaries

Venture Capital   |   Hedge Funds

Alternative Investment Opportunities

Providing access to institutional-quality direct and in-direct investments.


How is LoneTree different?
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
What does being a Fiduciary mean?
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.
What separates us from other financial advisors?
A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.
Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and us. When your account is established with Charles Schwab & Co., Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.

© LoneTree Wealth Management.   Form ADV  |   Disclosures
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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