Whitestone Wealth Advisors, LLC

Whitestone Wealth Advisors is a registered investment advisor based in Rowlett, Texas, offering portfolio management and financial planning services. Whitestone Wealth Advisors manages client portfolios on a discretionary basis, meaning the firm makes trades and adjustments on your behalf without needing your prior approval for each individual transaction. The firm primarily recommends mutual funds, exchange-traded funds, individual bonds, and preferred stocks. Whitestone Wealth Advisors partners with third-party platforms and sub-advisors to provide back-office support, trading signals, and wrap-fee programs where trading costs are bundled into the management fee. In addition to managing investments, Whitestone Wealth Advisors provides guidance on retirement income planning, sustainable spending, health care considerations, tax strategies, and estate planning. The firm generally does not require a minimum investment to open an account, though accounts may be closed if they fall below a viable management size.