Trust Services

Building a secure future for your family starts with the right plan today. We’re here to help protect your assets and create a plan that reflects your wishes and dreams.

Not insured by the FDIC, are not deposits, and may lose value

Trust Services & Asset Management

Whether you want to secure your assets or set up a benefits plan, we craft personalized solutions to meet your goals. Our focus is on creating a plan that makes the most sense for you.

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Estate Planning & Settlement

We combine legal and financial strategies to protect your assets and ensure your loved ones are cared for in the way you want.

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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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Your Trust Service Advisors

Big dreams, meet your team – the Bluestone Wealth & Trust professionals ready to share their expertise to help you plan for your best future.

Your Trust Advisor team

Individual 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.

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.

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