At Clearstone, my mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and – in time – transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them.
To fulfill this mission I provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions.
CFP, ChFC, AIF
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.
Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As an advisor focused on business transitions, Kurt does more than facilitate buy/sell transactions.
Enrolled Agent, CFP®, EA, AIF®, CEPA®, CDFA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “
John has over thirty years of experience in the insurance and financial services industry. He specializes in developing estate and business succession plans for highly compensated executives, professionals, physicians, and owners of closely held corporations. Prior to joining Stratos Wealth Partners on September 11, 2013 he was Managing Partner of Heritage Private Wealth, LLC from November 2010.