Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families

Awards & recognition

  • Amberstone Wealth, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • David Rothstein, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Michael Rothstein, Ameriprise Circle of Success Hall of Fame, 2024
  • Michael Rothstein, Ameriprise Circle of Success Diamond Ring, 2011
  • Michael Rothstein, Ameriprise Circle of Success, 1988-2024
  • David Rothstein, Ameriprise Ultimate Digital Excellence Award, 2024
  • Michael Rothstein, Ameriprise Ultimate Digital Excellence Award, 2024
  • Zach Powell, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

  • The Columbus Foundation
  • The Columbus Jewish Foundation (JewishColumbus)
  • The Foundation for Appalachian Ohio
  • Nationwide Children's Hospital
  • The Ohio State University Financial Planning Community Project
  • Ohio University Finance Department
  • Pelotonia

Our Why, Guiding Principles & Credo

Our Why

Simplify Life • Inspire Action • Preserve Legacy

Our Guiding Principles

  • Client Focused
  • Integrity Always
  • Elevate Others
  • Seek Progress
  • Pursue Balance

Our Credo

Amberstone Wealth exists to simplify life for those who place their trust in us. We deliver our client experience with integrity, clarity, and the pursuit of personal balance.

We strive to inspire action by guiding and elevating others to achieve life’s milestones. We seek progress through collaboration, education, and commitment to excellence.

At Amberstone Wealth, we work to preserve legacy for our clients while making a positive impact in our communities.

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