Goldstone Financial Group

Matthew Rice, a Chartered Financial Analyst, serves as Chief Investment Officer and oversees the firm's investment strategy and portfolio management. He works alongside Founder and CEO Anthony Pellegrino and President Jessica DeBold, who contributes tax-planning expertise as both a CFP and Enrolled Agent. The firm's advisory structure relies on a central investment committee and a team of senior advisors who deliver client-facing guidance.

Goldstone relies on educational marketing rather than institutional channels. The firm hosts in-person dinner seminars across its sixteen-office footprint, produces a Sunday morning television program that airs on CBS, FOX, and WGN, and publishes retirement-planning content for Forbes and Kiplinger. This direct-to-consumer approach attracts mass-affluent retirees and pre-retirees, primarily through 401(k) rollovers and IRA transfers.

Based on client testimonials published on the firm's website, fixed annuities represent a core allocation for many Goldstone clients, often paired with tax-efficient Roth conversion strategies. The firm does not publicly disclose a private-markets or alternatives platform, and its service menu emphasizes asset protection, guaranteed lifetime income, and tax minimization rather than traditional venture or private equity exposure.

Goldstone Financial Group operates as a registered investment advisor (RIA), not a family office. Its client base includes mass-affluent households rather than ultra-high-net-worth families, and its service model reflects retail wealth management with a focus on retirement planning, not intergenerational family-office services such as trust administration, consolidated family balance sheets, or direct private investments.

Goldstone employs an in-house tax-planning team led by Director of Tax Planning Elizabeth and includes Senior Tax Planner Aristotle Makris, a CPA and CFP with a Master of Science in Taxation. President Jessica DeBold, an Enrolled Agent, also contributes tax expertise directly to client engagements. This structure allows the firm to integrate tax strategy into retirement-income planning without outsourcing to external CPA firms.