Heartstone Capital Management, Inc. is a Registered Investment Adviser, registered in the State of California.It was founded in 2011 by Trond Hildahl and the home office is located in beautiful and rural Aguanga*, California.I offer fee-only financial planning and investment management for individuals, trusts, and corporations.
* We are located in Aguanga, CA; proximate to the Temecula/Murrieta, Hemet, and Palm Springs/Desert areas. The entire Inland Empire is close by. San Diego, Los Angeles, and Orange County are all but a quick trip away. With the ease of phone and internet, I proudly serve "all of Southern California and beyond!"
Heartstone Capital Management, Inc. is a Registered Investment Adviser in the State of California. If you live in another state, I may only transact business in your state if first registered, excluded, or exempted from registration requirements in that state. Attempts to effect securities transactions or render individualized investment advice for compensation will NOT be made absent compliance with state registration requirements, or an applicable exemption or exclusion.