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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:


  • 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