Your Financial Planning Team

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

Bluestone Wealth & Trust offers the expertise and options you need to plan for a secure and successful future, no matter what your unique financial goals. 

Your Financial Planners

Trust Services

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
Bluestone Bank
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