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.…
Enrolled Agent, CFP, AIF, CEPA
“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. …