LoneTree was established after identifying a client need in the financial advising industry. The founders recognized that client experience and satisfaction had taken a back seat to the industry's emphasis on its own objectives. Thus, LoneTree was created as a fiduciary, first and foremost. To LoneTree, this means that we put our client's needs and objectives in front of our own.

We recognize that every client has unique goals within their lives and our open architecture platform grounded as a fiduciary allows us to better serve current and future clients. Our level of alignment and customized service extends beyond traditional wealth management relationships as we treat clients as an extension of our family.

Utilizing best-in-class technology and partners, our entrepreneurial spirit brings a boutique experience to our clients while ultimately preserving and growing client's wealth.


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LoneTree may utilize third-party websites, including social media websites, blogs and other interactive content. LoneTree considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, LoneTree generally retains copies of information that LoneTree or third-parties may contribute to such sites. This information is subject to review and
inspection by the CCO of LoneTree or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by LoneTree’s advisory persons after entering into an advisory agreement and provided LoneTree with all requested background and account information.

If you have any questions regarding our policies, please contact us at info@lonetreewealth.com.

LoneTree Wealth Management

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LoneTree Wealth Management

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