Detailed planning is OUR CORE CAPABILITY

Services

Offering a wide range of investment services, Limestone City Wealth Management is committed to helping you achieve your financial goals. Specializing in financial planning, insurance, tax planning & investment planning, they work with clients to design financial plans and investment portfolios to meet their individual needs. Limestone City Wealth Management offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds/corporate class, segregated funds & Universal Life insurance. Whether you need retirement planning, taxation advice or insurance & estate planning, Limestone City Wealth Management will put you - and your needs - first.

Experience

Together the Limestone City Wealth Management team has 100 years experience in the Financial Services Industry. They have worked in various roles in the industry including; Branch Manager, Financial Advisor, Taxation Planner & Lender.

Education

The team is Securities Licensed, Insurance Licensed and have Financial Planning Designations.

Meet our Financial Team

Paul Richardson
Paul Richardson
Branch Manager, Agent, Investment Advisor
Jeff Park
Jeff Parks, CFP®, CLU
Financial Advisor
Mark Potter
Mark Potter
Financial Advisor
Christopher West
Wealth Manager
Catherine Robinson
Catherine Robinson
Administrative Assistant
Jason
Jason Howes
Wealth Advisor, CFP®
Ben Hunter
Ben Hunter, CFP®, CIM®
Financial Advisor Associate
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger