Edgestone Partners was founded in 2012 and brings with it over 32 years of financial planning experience. Along with our strategic partners, we will help guide your decision making in the areas of asset management, estate and financial planning and insurance planning.
De Luca Veale Investment Counsel is a firm specializing in discretionary portfolio management. Their focus is to provide customized and risk appropriate portfolios in a lower fee, tax efficient environment. Depending upon the complexity of your financial needs, we work closely with De Luca Veale to tailor a portfolio for you based on your unique goals, time horizon, income needs, tax considerations and risk tolerance.