Wealth Management for Dentists & Business Owners
Advice that Helps You Reach Your Goals
How Our Wealth Management Process Works
We Learn What Matters
1.  We Learn What Matters
At our Discovery Meeting, we explore how best to help you achieve your most important goals.  We'll look at where you are now, where you want to go, and any gaps or obstacles that stand in your way.  
2.  Get a Plan
At our Investment Plan Meeting, we'll walk you through the plan and share with you investment strategies to help you maximize the probability of achieving everything that is most important to you and your family.  
3.  Track Your Progress
If we decide to work together, we then address concerns in key areas beyond investments,.  We're with you every step of the way, tracking your progress and helping  you continue to achieve your goals.
What Makes LifeStone So Different?
At LifeStone most of our clients just want to take better care of the people they love and support the causes they care about.   In order to do that, you need help in solving your unique financial needs. The problem is most financial advisors focus more on your investment portfolio than your overall goals. That can make you feel frustrated and misunderstood.  

We believe you deserve to have your hard work pay off and should be working with an advisor that implements strategies that helps you reach your goals. We understand that change can be terrifying, which is why we’ve created an easy to follow process that has helped many dentists and business owners reach their goals. 

Here’s how it works. First, we learn what really matters to you, then we give you a plan, lastly, if we decided to work together, we track the progress that you are making towards achieving all that is important to you.
To get started, request a meeting, so you can stop wondering if you are on track to reach your goals & instead, enjoy making a difference in the live of those you love and the causes you care about.
Timothy McNeely was featured in the above-referenced publications. Being included in these publications does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Timothy McNeely by this publication. These publications do not suggest that any of his clients or prospective client will experience a higher level of investment performance.
What Do Your Services Cost?
How much is a professional advisor that focuses on investments only costing you?   How is not having a plan for minimizing taxes, taking care of your heirs, preserving your assets, and supporting the causes you care about costing you?  A lack of clear plan for reaching your goals may already be costing you a great deal.

There is no obligation for our initial consultation.  Because we have not yet developed our specific recommendations for your plan, it’s impossible to know the exact costs before meeting with you. However, at our second meeting—the Investment Plan Meeting—we will be able to provide you with details on the fees and will be happy to review those with you. 

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.
(661) 368-0947
4900 California Tower B, 2nd Floor, Bakersfield, CA 93309
(818) 534-4949
18919 Nordhoff St, Suite #6C
Northridge, CA 91324
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Dynamic Wealth Advisors and LifeStone Family Office provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors and LifeStone Family Office is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Timothy J. McNeely is an Investment Advisor Representatives with Dynamic Wealth Advisors dba LifeStone Family Office.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.