WEALTH & TRUST

Our experienced Wealth & Trust team assists you with managing your money, growing your assets, and securing your legacy. We offer two key services to support your financial journey:

Our Wealth Management team is your financial GPS, helping you navigate investments, plan for retirement, and find the best overall strategy to maximize financial growth.

The Trust Services team coordinates the protection and distribution of your assets. We are here for you every step of the way, from helping you set up legal arrangements for the management of your assets to ensuring your wishes are carried out.

Trust assets and investment products are not insured by the FDIC, are not deposits, and may lose value

Wealth Management

Insurance

Investments

Get assistance planning and growing
your financial future with personalized
investment strategies¹ and expert
advice tailored to your goals.

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Trust Services

Trust Services & Asset Management

Estate Planning

Secure and manage your assets confidently with our comprehensive trust solutions, ensuring your estate plans are in capable hands.

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Not sure where to start?

Let our experienced team guide you through your financial journey, providing clarity and confidence every step of the way.

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¹Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus containing information regarding investment objectives, risks, fees, and charges, which you should read carefully before investing.

YOUR WEALTH & TRUST PARTNERS

We’re dedicated to being your trusted advisors, helping you protect, grow, and transfer your wealth with confidence.

Your Financial Planners

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Your Trust Advisors

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Our Monthly Market Review

Stay informed with our expert analysis of the latest market trends, economic updates, and investment opportunities.

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Important Information:

Trust assets are: (1) not bank deposits or obligations; (2) not guaranteed by any bank; (3) not insured or guaranteed by the FDIC, the Federal Reserve Board or any other government agency, and (4) may lose value.

Investments and Insurance Products are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Osaic and the bank are not affiliated. Account Executives are representatives of Osaic.

Investment and Insurance Products:

Are NOT FDIC Insured
Are NOT Insured by Any Government Agency
Are NOT Bank Deposits
Are NOT Guaranteed by the Bank
May Lose Value

WEALTH & TRUST

Our experienced Wealth & Trust team assists you with managing your money, growing your assets, and securing your legacy. We offer two key services to support your financial journey:

Wealth Management

Trust Services

Not sure where to start?

YOUR WEALTH & TRUST PARTNERS

Your Financial Planners

Your Trust Advisors

Our Monthly Market Review

Getting Started on Your Estate Plan

The Nuts and Bolts of Trusts and Estate Planning

The Importance of Estate Planning in Building Generational Wealth