Our Core Values

Millstone River Wealth Management has evolved from the very best elements of professionalism and innovation, bringing together old-world principles and cutting-edge advances in financial services.

We work with you to develop a personalized investment program that is tailored to your individual situation and develop appropriate, strategies to effectively address risk and strive to maximize return potential.

Our clients choose us because of our:

Experience and Knowledge

  • Complex financial concepts are clearly explained
  • We listen carefully to our clients so we can understand their needs
  • Creative, customized strategies

Commitment to Our Written Promise

  • A written service model
  • We stay in touch with our clients at their desired level of frequency
  • Responsive to our clients' needs and requests


  • We offer a wide variety of investment companies and top insurance carriers
  • Responsible, suitable and appropriate guidance and recommendations
  • Advice based solely on your needs and goals