At WealthStone Financial, we are dedicated to caring for our clients. If that’s important to you, then we’d like to talk about working together.
We specialize in helping people plan for a lifetime of wealth fulfillment. Some people would like to take an early retirement. Others want to build a legacy for future generations to share and enjoy. We tailor our work to meet each client’s unique needs and strive for the highest possible standard of excellence.
Planning for the future can be rewarding. It’s exciting to see our clients working successfully toward their dreams.
We realize that you have many advisors to choose from. We’re grateful that our clients have made the choice to partner with us. Many have referred their family and friends, which is a tremendous compliment. Together we’re making a difference.
Welcome to WealthStone Financial.
Caring for an apple tree takes commitment and time. It’s the same with wealth management. Care, commitment and time are necessary to get good results.
We focus on building strong relationships with our clients. To do so, we keep their goals front and center and see no substitute for old-fashioned hard work.
We are committed to putting clients first, and we conduct business with integrity, diligence and innovation. Our staff is trained to answer your questions, even the difficult ones.
Choosing a financial advisor is an important decision. It deserves careful consideration. We are committed to maintaining your trust.
Firm president, Monte S. Marti, has helped clients take control of their financial futures for two decades. He specializes in asset allocation analysis, diversification, and risk management.
Mollie Marti has served as Director of Operations since 2003. A native of Iowa, Mollie graduated first in her class from Loras College and with high distinction from the Iowa College of Law.
Ericka Van Hook has been with WealthStone for 20 years. Her responsibilities include the processing, follow-up and completion of all paperwork, answering client questions and keeping the office updated with compliance/industry requirements.
Karen Secrist joined WealthStone Financial as our Client Relations Specialist in August, 2016. As a passionate life-long learner, after raising her two sons, she returned to school to earn a degree in Accounting.
Our firm would be honored to explore the possibilities available to you and your family. We maintain an independent, client-oriented environment, which brings many benefits.
401k Contributions• 2022 limit is $20,500• Catch-up contribution if age 50 or older $6,500IRA Contributions• Roth: Contribution limit $6,000• Traditional: Contribution limit $6,000• Catch-up: Contribution if age 50 or older $1,000Traditional IRA DeductibilitySingle filers covered by employer planMAGI Range: $68,000
401k Contributions • 2021 limit is $19,500 • Catch-up contribution if age 50 or older $6,500 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Contribution if age 50 or older $1,000 Traditional IRA Deductibility
When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable
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Securities offered through Securities America, Inc., member FINRA/SIPC. Monte S. Marti, CLU®, ChFC®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Monte S. Marti, Financial Advisor. WealthStone Financial, Inc. and the Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Insurance: AZ, CA, FL, GA, IA, IL, IN, ME, MN, MO, NC, NE, PA, SD, TX, WI
Securities AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, ND, NE, NH, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI
RIA: IA, TX
