HeartStone Advisors
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Growth, Late Stage, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Transportation
- Consumer Services
- Basic Materials
- Financials
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1960
HeartStone Advisors is a family-owned wealth management firm based in Whitefish, Montana, with over 65 years of experience in providing trusted financial guidance to clients from diverse backgrounds. The firm specializes in private wealth management, retirement plan services, family office services, and legacy planning, focusing on building long-term relationships and delivering tailored financial solutions.
The firm's investment strategy emphasizes risk reduction and cost efficiency, offering fiduciary services that include creating and managing investment allocations for families and individuals. They also provide comprehensive management of family wealth, including generational advice, tax planning, estate planning, and philanthropy coordination. Additionally, HeartStone Advisors works with all employer retirement plans, including 401(k)s, 403(b)s, and defined benefit plans, aiding in plan design, contract negotiation, and taking on ERISA 3(38) liability for investments within workplace plans.
HeartStone Advisors is committed to community engagement, exemplified by their $50,000 sponsorship of the Whitefish Trail, supporting future phases of trail development, conservation projects, and free outdoor education programming. This long-term investment reflects the firm's dedication to preserving local resources and enhancing community well-being.
Contact
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Mentioned In
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