Our Services
Today’s high net worth individuals and families face an increasingly complex set of financial decisions. These decisions include managing investment strategies with the following considerations:
Investments
- Portfolio Management
- Wealth Accumulation and Protection
- Multi-Generational Wealth Transfer
- Risk Management
- Liquidity Management
- Life/Disability Insurance Planning
- Education Planning
- Tax Planning
- Philanthropy
At Ledgestone Capital Management, LLC, our investment process is focused on both domestic and international macro-economic themes, especially relevant in today’s global marketplace.
Who We Work With
- Professionals and Corporate Executives
- Business Owners and Entrepreneurs
- Generational Family Wealth
- Physicians and Medical Professionals