A few words about us

Goldstone’s practice thrives on making a complex world of financial products and choices simple and effective. Are your accounts still exposed to potential losses? If so, why? Goldstone utilizes financial vehicles that help protect and preserve client’s principal from loss while being positioned to participate in the potential growth of the market. It is Goldstone’s belief that not losing money is just as important as making money on investments. After all, investing is not just about how much we make, it’s also about how much we keep.

Why Choose Us

Goldstone has built a rock-solid reputation for helping people protect and grow their wealth while maintaining a consistent dialogue with their clients. This feat has earned Goldstone recognition as an A+ accredited member of the Better Business Bureau, perfect standing with the National Ethics Bureau, and repeat recipients of the Five-Star Wealth Managers Award. Goldstone co-hosts one of the most listened to live financial radio shows in Chicago, “Securing Your Financial Future,” on WLS AM 890 weekend brokered programming.

Types of accounts that we specialize in

  • 401K
  • 403B
  • 457
  • TSA
  • IRA + Roth IRA
  • Brokerage Accounts

Providing Clients with Certainty, During Times of Uncertainty

  • Solutions for market volatility
  • Lifetime income solutions
  • Total portfolio management
  • Area of Focus: Using multiple safer money alternatives to eliminate market volatility and create lifetime income in retirement


Our team