Videos and downloads

Downloadable resources

About Gentlestone Wealth
Learn more about our team and how we work with clients.
Benefits of Consolidating Assets
A one-page explanation of reasons why consolidating assets would be beneficial for clients.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.