Since 1991,

has been dedicated to
delivering independent,
client-first financial advice.

From the beginning, our  firm has operated on a fee-only model, ensuring that every recommendation is objective and aligned with each client’s goals.

Over the years, Firestone has grown into a multigenerational team of professionals whose expertise spans financial planning, portfolio management, research, and compliance. This collaborative approach allows us to provide clients with tailored strategies designed to adapt to changing markets and their evolving needs.

Through nearly 30 years of market and economic cycles, Firestone Capital has remained steadfast in serving its clients. Here, success is measured not by the firm’s growth, but by the success of our clients and community. Looking ahead, we’re committed to continuing this mission, helping clients achieve their financial goals for the next 30 years and beyond.

meet Our Professionals

Our team blends the seasoned insight of experience with the fresh perspective of rising talent. With professionals representing a wide range of ages and backgrounds, we provide consistency, continuity, and a forward-looking approach to sustainability. Thanks to our collaborative, team-oriented approach, every client benefits from Firestone Capital’s collective expertise, qualifications, and creative vision.

Jerad O. Waggy CFP®, CKA® ​

Partner

jerad@firestonecapital.com​

Jerad Waggy, CFP®, CKA®, is a Principal and Senior Financial Planner with Firestone Capital Management. He specializes in comprehensive wealth management for high-net-worth families and owners of closely held businesses.

With more than 20 years of experience, Jerad is passionate about helping individuals and families intentionally steward their finances by integrating their financial decisions with their closely-held values and long-term vision. Jerad is dedicated providing holistic and tailored strategies for each client to reach their financial potential. 

A Texas native, Jerad earned his degree in Personal Financial Planning from Texas Tech University in 2006 before beginning his career in Florida. He is an active member of Christ Fellowship Church and serves on the boards of the National Christian Foundation of South Florida and the Fellowship of Christian Athletes at the University of Miami. He also supports several local community organizations, including Caring for Miami, Explore Foster Miami, and His Children International.

Jerad and his wife, Sherin, live in Miami with their three children—Jacob, Isabelle, and Priya—and their family dogs, Chloe and Sadie. Outside of work, he enjoys watching his kids play sports, boating, playing pickleball and managing a small family mango grove in the Redlands.

Interested in Financial Stewardship? Click here to explore Jerad’s approach. 

SEE ALL PROFESIONALS

Use these buttons to download the Firestone
Customer Relationship Summary (Form CRS) and the Firestone Advisor Disclosure Brochure (Form ADV). 

DOWNLOAD FORM CRS
DOWNLOAD FORM ADV
We will be happy to send a hard copy of either or both forms on request: please call us at (305) 669-2119 or use the Contact Us form.

You can also review the most recent filing of these forms on the SEC official website at https://adviserinfo.sec.gov/firm/summary/106366.