Shone Wealth Management, formerly known as Shone Asset Management, recently re-branded themselves to better reflect the full breadth of services they provide. Their services often extend far beyond the realm of asset management which includes comprehensive wealth management, financial planning, cost-efficient portfolio construction and ongoing collaboration monitoring.
They have been a customer with Payroll Systems since 2018 and we recently caught up with owner, Mark Shone to talk about what makes them unique.
What was the motive to rebrand?
The word asset defines the tool that is being utilized, but wealth means different things to different people. Each client is unique and has different passions and intents. The assets enable them to focus on the wealth in their life, whether it’s legacy-building, philanthropy, or entrepreneurship.
In addition to changing their name, they have updated their website and logo to better showcase what they do and the value they provide to their wide variety of clients.
What does your company focus on when taking in a client?
We practice proactive planning that guides our clients through the intricacies of financial wellness, both in life and business. We also act as fiduciaries and always place our client’s interest above ours in all areas of financial planning and asset management.
Shone understands that each investor is unique and deserves a financial advisor that respects and supports their individuality. They create financial wellness plans tailored to everyone’s individual needs.
What makes you stand out from the competition?
Our clients include families, couples, women of influence, entrepreneurs and executives. Our client-first mentality is what leaves all of our investors, confident in their plans. It is part of their daily practice to partner with their clients by picking up the reigns whenever necessary, transforming complexity into simplicity.
Do you have any unique or interesting payroll & HR needs?
Payroll Systems simplifies the complex payroll world into a very easily executed process and does so with a pleasant, responsive staff. Their Service allows us to focus on our core competency because we, without worry, count on them to handle the things outside our area of expertise.
If you are in search of trusted planning services and investment advice, Shone Wealth Management is ready to help. Visit their website here!