One size does not fit all.
No two clients are alike,
and neither are the portfolios we manage.
That’s why we don’t believe in cookie-cutter investing. Instead, we design personalized plans built around your goals, your timeline, and your comfort level. Our purpose is simple: to help you live the life you want, with the confidence that your resources will be there when you need them, for as long as you need them.
Our process begins with you—your goals, your vision, and what you want to achieve with your wealth. From there, we analyze your investment time horizon and your willingness to assume risk. Throughout the investment process, we consult with you at every stage and ensure you fully understand each decision being made.
We believe collaboration delivers stronger outcomes. That’s why we integrate your CPA, pension consultants, estate and tax attorneys, and other trusted professionals into our team. Together, we provide a coordinated approach to managing your wealth.
Your investments are reviewed on a regular basis. Full reports are sent to you quarterly, with additional updates prepared as needed or at your request. Consultations on your investments and all related financial questions are available at any time, and are included in our fee.
To ensure accountability, clients’ assets are maintained at Charles Schwab & Co. Clients receive account statements directly from Schwab in addition to the quarterly performance reviews and analysis we provide. This offers the added security of knowing that your assets are held at a premier institutional brokerage.
our philosophy
Collective experience. Individual care.
Markets change. Life changes. What doesn’t change is our commitment to you. By combining the expertise of our entire team, we’re able to tailor a plan that fits your needs today and evolves with you over time, so your path to long-term financial success stays clear.
At Firestone Capital, we believe a client’s success is the only true measure of our performance. It is because of this that we see it as our responsibility to treat every client’s assets as if they were
our own.
Our team-oriented approach ensures clients benefit from our collective experience, qualifications, and creative vision. We believe planning for the future should feel seamless, which is why we go beyond a single point of contact. Clients deserve unlimited, informed access to our team. And because needs evolve, we make it a priority that every member of Firestone is well prepared and familiar with each client’s financial circumstances and investment goals.
Beyond our personal relationships, we are as invested in our community as our clients are, committed to strengthening the place we share while building the futures they envision. These values have guided Firestone Capital since our founding in 1991 and continue to drive us to deliver the insights, strategies, and plans that help clients achieve their long-term financial goals.
You bring the vision. We bring the guidance.
Our expertise includes, but is not limited to:
- Multi-generational financial planning
- Retirement planning and analysis
- Cash flow sustainability
- Asset protection strategies
- Estate tax structuring for estate tax minimization
- Tax-sheltering strategies
- Asset building programs
- Retirement distribution optimization
- Investment research and asset allocation
- Performance reporting