Broker Check

Broadstone Wealth Partners
Our Services

What We Do
Four pillars,
one integrated plan.

Your financial plan is the foundation. Every decision is made with the bigger picture in mind, and the four pillars below work together to turn your strategy into action.

01Planning

01
Planning

The blueprint every other decision runs through.

Your plan is the map — it defines what income you'll need, how much risk is worth taking, and which tax and Social Security decisions matter most. It gets built first, and every other pillar answers to it. We walk you through the whole thing in plain English before a single recommendation is implemented.

  • Retirement Planning
  • Financial Planning
  • Cash Flow Analysis
  • Social Security Strategies
  • Business Owner Guidance
  • Education Strategies
02Investing

02
Investing

The Engine

Portfolios built to fund the plan, not to chase it.

Once the plan defines the job, the portfolio is built to do that job — with disciplined risk, tax-aware positioning, and a structure you can actually explain to someone else. 

  • Portfolio Management
  • Risk Management
  • HNW / UHNW Client Guidance
  • Tax-Aware Positioning
03Protection

03
Protection

The Floor

The plan holds up when life doesn't cooperate.

Protection is about making sure the unexpected doesn't undo everything you've worked to build.

We identify the risks that could meaningfully impact your family, income, or financial plan, then put the right safeguards in place.

  • Life Insurance
  • Extended Care Strategies
  • Income Protection
  • Business Continuity
04Legacy

04
Legacy

The Handoff

What you built should be carried forward to the next generation

We help make sure your wealth, beneficiaries, and estate strategy are working toward the same outcome. By coordinating with your attorney and CPA, we help connect the financial pieces with your broader estate plan.

  • Estate Planning
  • Legacy Planning
  • Beneficiary & Titling Review
  • Charitable Giving Strategies

Our Process
The Broadstone Blueprint.

A five-step path with a clear deliverable at every stage — so you always know where you are and what happens next.

Step 01
Conversation

A no-obligation meeting to understand your goals, values, and concerns. You leave knowing whether we're the right fit.

  • Fit Assessment
Learn more

Step 02
Proposal

A written plan proposal with scope, engagement structure, and the total advisory fee — before you commit.

  • Written Proposal
Learn more

Step 03
Onboarding

We set up your client portal, complete paperwork, and connect your accounts and data.

  • Portal Access
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Step 04
Delivery

We walk through each recommendation together, then coordinate implementation with your CPA and attorney so every piece works together.

  • Comprehensive Plan
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Step 05
Review

Ongoing monitoring and scheduled reviews, updated as your life, goals, and markets change.

  • Ongoing Reviews
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Start With Step One

TAKE THE FIRST STEP
A Conversation Costs Nothing.
Unanswered Questions Cost Plenty.

Pick a time that works for you. Your first meeting is a get-to-know-us
conversation — no paperwork, no pressure, and you'll leave with at least one
useful idea either way.

Preferred method of contact?
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Prefer to call? (704) 766-0587 · 11330 Vanstory Dr., Huntersville, NC 28078 · By appointment