Our Approach

  • At Flagstone, we gain a thorough understanding of your particular financial situation, your goals and your tolerance for risk. Based on this understanding, we mutually agree on a diversified investment strategy intended to optimize your portfolio's performance while minimizing risk and volatility. Your portfolio is monitored continuously and rebalanced as needed to maintain your target asset allocation. We will also modify your investment strategy in the event of significant changes in your personal or professional circumstances.   

  • We are not speculators or market timers; rather, we focus on long-term investing. Although past performance may not be indicative of future results, your investment portfolio will include securities that have demonstrated long-term success in achieving consistent, solid performance. We will never sell you an investment or a financial product that pays us a fee or commission.

  • We will provide you with quarterly reports of your investment portfolio, including performance as measured against standard indices such as the S&P 500 Index.  

Contact us: (970) 927-6777

Account Types:
  • Individual 
  • ​Retirement
  • Custodial
  • ​Trusts
  • ​Corporate
  • ​Endowments

We work with:
  • Individuals
  • Families
  • Small Businesses 
  • Not-for-profit Organizations

We Offer:
  • Investment Management
  • ​Financial Planning
  • ​Education Funding
  • Estate Planning Referral Network
  • Complimentary Initial Consultation