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About

An Easy Firm to Know

An Easier One to Trust
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Meet Our Team

We would be honored with the opportunity to get to know you. Schedule a free consultation with our team today and let us show you why entrusting your wealth management to WhiteStone might just be the best decision you make this year.

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Patrick J. Lynch III

Senior Partner, CFS

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Steve J. Markey

Managing Partner, CPA

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Scott J. Langham

V.P. of Investments

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George Luhn

Associate

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Dawn M. Caldwell

Office Administrative Manager

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Coty McPartlin

Executive Assistant

Let’s Talk About You. Schedule Your Free Consultation Today.
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Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. WhiteStone Wealth Management and Arkadios are not affiliated through any ownership.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Arkadios Capital. Member FINRA/SIPC advisory services offered through Arkadios Wealth. WhiteStone Wealth Management and Arkadios are not affiliated through any ownership.

There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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