Our clients are individuals and families who are humble, discreet, loyal, value privacy, and have a history of hard work.

They tend to be effective delegators and desire simplicity. They want proactive coordination and advice from our team in collaboration with their other professional advisors. Mitigating investment volatility, ensuring full transparency, and accountability are deeply valued by our clients.

Our clients represent current and past business owners, executives, professionals and their families. We assess each prospective client / household using $1,000,000 of investable assets as a guideline. Investable assets is just one aspect, among others, we consider when we explore your needs to determine if Turnstone Wealth is best able to add value and simplicity to your life.

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Our experience has shown that many clients have concerns that go beyond standard retirement planning. They worry about how their financial situation might affect personal relationships, how to fairly distribute their estate among children, and how to ensure their wealth supports rather than hinders the next generation. Many are executing business succession and transition plans while maximizing the impact of their charitable contributions. They often wonder if their current approach fully addresses these concerns or if it could be more effective. If these questions resonate with you, we invite you to speak with us.