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. Log In Request Online Access 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. Access My Portal Not sure where to start? Let our experienced team guide you through your financial journey, providing clarity and confidence every step of the way. Email Us 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 View Team Your Trust Advisors View Team Our Trust Market Review Stay informed with expert analysis of the latest trends, updates, and opportunities impacting Trust clients. Read Now Getting Started on Your Estate Plan Learn More The Nuts and Bolts of Trusts and Estate Planning Learn More The Importance of Estate Planning in Building Generational Wealth Learn More 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
