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What We Do for You

Wealthstream provides personalized financial planning and independent investment advice to help our clients make better decisions about their money. Our hands-on approach to financial planning and investment management gives our clients a sense of financial clarity and peace of mind.

Our Approach to Wealth Management

At Wealthstream, we have a unique, integrated approach to wealth management that combines an academic perspective on investing based on Nobel Prize-winning research with advanced financial planning for a select group of clients.


  • Academic philosophy rooted in Nobel Prize-winning research
  • Emphasis on after-tax returns
  • Ongoing evaluation of your portfolio’s asset allocation

Advanced Financial Planning

  • Tax strategies
  • Retirement income planning
  • Debt management
  • Cash flow analysis
  • Insurance analysis
  • Estate planning
  • Charitable planning


  • Personalized, hands-on relationships with a select group of clients
  • Collaboration with your other advisors
  • Completely independent—no ties to other firms’ products that influence recommendations

Who We Serve

Wealthstream Advisors works with people who are seeking in-depth financial planning and independent investment management so that they have the confidence and knowledge they need to navigate the complexities that wealth brings. Many of our clients are executives and professionals, women in transition, small-business owners and entrepreneurs, and retirees.