Meet Our Team Oakstone Wealth Management is a relationship-based financial team that provides quality guidance, effective implementation, and excellent service to our individual and corporate clients. Our wealth management advisors have a defined process that helps our clients grow their assets in a suitable manner while managing their risk. We pride ourselves on building long-term relationships with a standard of care founded on mutual trust and respect. Steven Edwards LPL Branch Manager & Financial Advisor (949) 387-5211 (949) 387-5224 email@example.com Read more Click to see him "Off-Duty" Lawrence Hoey LPL Financial Advisor (949) 387-5211 (949) 387-5224 firstname.lastname@example.org Read more Click to see him "Off-Duty" Joe Colosimo LPL Financial Advisor (928) 237-5764 (949) 387-5224 email@example.com Read more Click to see him "off-duty" DJ Trujillo Office Manager 949-387-5211 949-387-5224 firstname.lastname@example.org Have a Question Name Email Address Phone Question Thank you! Oops!