Shone Wealth Management has some exciting news.
Everyone here at Shone Wealth Management is exactly where we’ve been for more than 25-years, right here in Walnut Creek, only we’ve recently partnered with Sacramento-based Allworth Financial.
Like Shone Wealth Management, Allworth Financial is still run by its original founders, Scott Hanson and Pat McClain. Because of that, and because Allworth Financial is a 28-year old, award-winning investment advisory firm that mirrors the precise client-first approach that we embrace at Shone, the decision to form a partnership was an easy one.
The only changes for us here at Shone are a new name and an upgraded website, along with several modern technologies, all of which will enable us to offer you a greater array of services in the future.
You’ve been re-directed to the Allworth Financial website, where you’ll find us folks from Shone Wealth Management awaiting the opportunity to help you reach your investment and financial goals, and, of course, working together to create a plan that will help you retire better.
For online access to your account(s), you can continue to view them here.
Thank you for the trust you’ve placed in us. We look forward to seeing you either in-person, or via videoconference, soon.
To learn more about Allworth Financial, click here.