Gemstone Wealth Management

Overview

Gemstone Wealth Management is a privately owned limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm charges fees as a percentage of assets under management and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, pension consulting, and educational seminars or workshops. Gemstone identifies as an active ESG investor and does not position itself as a capital allocator. It is not registered as a multi-state adviser and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices