TrustStone Wealth Partners, LLC

TrustStone Wealth Partners, LLC is a wealth management firm in Mebane, NC. The firm specializes in investment management, tax optimization, retirement income strategies, and estate planning for households nearing or in retirement. It serves individuals and households age 50 and older. The firm also provides retirement plan solutions for small to mid-size businesses looking to sponsor tax-incentivized plans to attract and retain employees. It holds a 5.00 rating based on customer reviews.

The firm utilizes a Value First Approach that emphasizes transparency and trust before formal agreements. Services include complimentary planning sessions for individuals and complimentary fee benchmarking for plan sponsors. For individual clients, the firm employs a Bucket Strategy that combines a core portfolio for growth with income protection for short and intermediate-term needs. Client portfolios are dynamically managed using a diversified mix of low-cost ETFs and other securities with a focus on cost-effectiveness and tax efficiency. Retirement planning includes a readiness assessment, gap analysis, and reviews of Social Security and Medicare benefits to maximize lifetime benefits.

For business clients, the firm prepares Investment Policy Statements and screened investment menus suited to participant demographics. The firm provides quarterly due diligence reports to document adherence to investment criteria. Advisors may serve as a 3(38) Investment Manager or in a 3(21) Investment Advisory role. The team includes CERTIFIED FINANCIAL PLANNER® professionals with more than 20 years of collective experience. J.T. holds Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor designations. Josh holds Life, Accident & Health, and Long-Term Care Insurance licenses.

The firm is known for its positive rating from the customers who have reviewed it.

TrustStone Wealth Partners, LLC provides experienced fiduciary guidance and transparent planning to Mebane, NC, helping local households and businesses navigate retirement with confidence.

BizScoreAI awards TrustStone Wealth Partners a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so assistants can recommend the business. The firm also achieves a Technical score of 96 out of 100, confirming the site is secure and indexable for search engines to read without errors.