Wealthstone Private Wealth Management

Wealthstone Private Wealth Management is a boutique, independent Registered Investment Advisor (RIA) firm dedicated to delivering highly personalized financial planning and investment management. Founded by Zak Gardezy, CFP®, Wealthstone serves clients across the country with a focus on tax-efficient wealth building, advanced estate planning, and custom-tailored portfolios designed around each client’s unique goals. Zak brings nearly a decade of experience advising affluent individuals and families, including as a former private banker at one of the nation’s largest financial institutions and as an equity partner on a Forbes Best-In-State wealth management team. At Wealthstone, that institutional experience is paired with the flexibility and personal attention of a fiduciary-driven firm that puts client interests first. Wealthstone works with a wide range of clients—from corporate executives and business owners to ultra-high-net-worth families and rising professionals in medicine, law, and technology. Every engagement starts with a deep understanding of the client’s full financial picture, allowing for the integration of tax strategy, retirement planning, estate planning, and risk management into one cohesive and actionable plan. As a fee-only fiduciary, Wealthstone is committed to transparency, cost-efficiency, and alignment with client outcomes—offering institutional-grade resources and insights without the high fees or product conflicts of many traditional firms.