About

Founded in 2005, Shone Wealth is a fee-only financial planning and investment management firm based in Walnut Creek, CA. We provide trusted, relationship-based financial services for executives, professionals, business owners, couples, families, retirees, and women of influence so they can maximize their full wealth potential. We take pride in providing financial and wealth management advice that is uniquely you. With comprehensive wealth management and cost-efficient portfolio construction, our clients are well-positioned to achieve their goals. We put your best interests first, considering your financial goals, timeframe, and risk tolerance. It’s this personal attention that helps our clients realize remarkable results. Our investment philosophy is based on four principles — asset allocation, asset ownership, rebalancing, and cost-effective, tax-efficient implementation — and designed to help you maximize your return while aligning with your individual investor profile.

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