Whitestone Wealth Management Services

Specialties

Whitestone Wealth Management Services provides asset management services for individuals, 1031 exchanges, wealthy families, trusts, and foundations throughout Central and South Texas

Meet the Business Owner

Patrick L.

Business Owner

Patrick Lynch III has been a financial planner in San Antonio since 1981. He is a nationally recognized leader and innovator in the financial services industry, and received the «Financial Planner of the Year» award in 2004. As an educator in the financial planning industry, Pat has conducted seminars for the general public, private corporations, and professional organizations such as the Texas Society of CPAs.

Pat’s practice is geared towards the transition from wealth accumulation to wealth distribution which is a major focus among retirees. His 30 plus years of experience, knowledge, and understanding of the financial planning industry have been invaluable to retirees as they transition to the next phase of their life.

He is a member of the Financial Planning Association and has been an active volunteer for the Big Brothers and Big Sisters of San Antonio since 2001.