HeartStone Advisors
Overview
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.
Reach HeartStone Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about HeartStone Advisors
What sectors does HeartStone Advisors invest in?
HeartStone Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Whitefish, United States. HeartStone Advisors is listed as a family office in the ConnectSafely investor database.
What stage does HeartStone Advisors invest at?
HeartStone Advisors backs companies at Seed, Early Stage, Growth, Late Stage, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does HeartStone Advisors invest in?
HeartStone Advisors invests across United States.
How do I contact HeartStone Advisors?
HeartStone Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
