3 Questions To Start Better Philanthropy Conversations
- Forbes
Three questions to ask that will uncover values behind giving and what it will ultimately accomplish.
Helping You Retire With Clarity, Confidence, and a Coordinated Plan
Where retirement planning, wealth management, and healthcare strategy come together.
You're in the Right Place
We offer a more complete approach to retirement planning — aligning your wealth, income, insurance, and healthcare decisions in one thoughtful strategy.
Whether you’re preparing for retirement or adjusting to life in it, we’re here to help you feel more organized, more informed, and more confident about what comes next.
Whether you’re preparing for retirement or adjusting to life in it, we’re here to help you feel more organized, more informed, and more confident about what comes next.
Pre-Retirees
With a focus on building wealth, protecting assets, and creating a clear retirement income strategy.
Retirees
Those who need help managing income, preserving capital, navigating Medicare, and planning for long-term care needs.
Healthcare Protection
Thoughtful planning for Medicare, long-term care solutions, and health-related financial protection.
Earning Confidence
Inspiring Trust
As a holistic financial advisory firm, Billett Stone Wealth Management offers a coordinated approach that integrates investments, insurance, retirement income planning, and healthcare strategies into one cohesive plan.
We value lasting client relationships and create personalized strategies designed to help you move forward with confidence and peace of mind. Let’s start a conversation about what matters most to you.
Premium Financial Content
Access articles licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
Successful Entrepreneurs Don’t Take Blind Risks. Here’s the 3-Question Framework I Use Before Every Big Decision.
- Entrepreneur Magazine
Learn a practical decision-making framework for evaluating business risks, minimizing downside and making confident leadership decisions in uncertain environments
The AI scandal rocking France’s literary elite has deep political undertones
- Globe and Mail
Thélyson Orélien’s defenders say he was targeted because he’s a Black author depicting the dehumanizing plight of migrants.
Everywhere Millionaires: The Overlooked Main Street Businesses Behind America’s Economy
- Forbes
Explore “Everywhere Millionaires” and how Main Street business owners in construction, logistics, and food service may build enterprise value over time.
Effective altruism is this century’s biggest idea
- The Economist
Effective altruism began as a way to make charitable giving go further. Now, it is helping shape some of the biggest debates in technology, philanthropy, and AI.
B.R.A.C.E. for Impact: Five Steps for Navigating A Car Crash — or a Market Crash
- Forbes
Five financial lessons (B.R.A.C.E.) learned from surviving a near-fatal family car crash to help investors weather market downturns safely.
Our Service
Working Together
Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.