“I started a tech firm when I was in my 20’s,” WealthStone co-founder Greg Shaw recalls. “Once I’d made a bit of money, I wanted to make it work harder for me, so I went looking for financial services that could guide and empower me. That’s not what I found. Rather than support and enthusiasm, I experienced rejection and shame. No one wanted to work with me unless I had at least $250K. I didn’t understand it. I knew that I was a good bet, but despite my success and drive, I couldn’t get anyone willing to be in my corner.”

This experience motivated Greg to choose a new path to become a very different kind of financial advisor. The kind that sees and values people, not bank balances. His philosophy of kindness, equity and empathy is the foundation of an approach that has empowered hundreds of people from every walk of life that have worked with Greg to achieve their financial goals. You could be next.