Who is Goldstone Wealth Management?

We are a personal wealth management firm that integrates all areas of financial analysis to assist our client in managing the "Critical Financial Events" throughout their lifetime.

We focus on building relationships where our services will add significant and substantial value.  As such, our experience is that we are best suited for investors with portfolios of $150,000 or more.

Why Choose Goldstone Wealth Management?

Simply put, we deliver superior tax and retirement income strategies in a relaxed and comfortable atmosphere.  we share our client's strong family values and believe communication is the key to shared success.

Superior Financial Strategies

Managing principal, Mauricio Garcia specializes in designing customized financial strategies to service the unique needs of our diverse clientele.

We pay particular attention to the tax ramification of our planning strategies.  As a result, we can often deliver positive planning results that create tax-favored retirement income and often tax-free withdrawals out of qualified retirement plans like 401(k)s and IRAs.

Goldstone is a company with a clearly defined mission: to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of planning including financial, insurance, tax and legal strategies.  We assist our clients in gaining clarity in a world of increasing complexity by serving as our clients �Personal CFO�.

Goldstone Wealth Management is a registered S-Corporation in Illinois and a registered entity with the IIlinois Department of Financial and Professional Regulations and Illinois Department of Insurance.

Goldstone Wealth Management DOES NOT offers securities and not a broker/dealer registered with FINRA/SEC.  This website is for information only and is not an offer to sell or invest in securities and not an offer to sell or invest in securities.