Finestone Strategy Partners

Finestone Strategy Partners is a boutique wealth management firm based in Beverly Hills, CA, offering specialized expertise and personalized service to individuals, businesses, and their employees. With a focus on financial analysis and strategic planning, they provide customized solutions to meet the evolving needs of their clients in areas such as personal wealth management, corporate wealth management, and group individual benefits.

Founded 30 years ago, Finestone Strategy Partners continues to uphold its founder's vision of delivering a highly personalized boutique experience driven by objective analysis and over-the-top customer service. As an Independent Registered Investment Advisor, they work closely with clients' advisors to build, preserve, and transfer wealth, ensuring a secure financial future.

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