WEALTH & TRUST
The experienced Wealth & Trust team assists you with managing your money, positioning your assets for long‑term growth, and planning thoughtfully for the legacy you want to leave behind. We offer two key services to support your financial journey:
The Wealth Management team serves as your financial guide, helping you evaluate investment opportunities, plan for retirement, and develop strategies designed to support your long‑term financial objectives.
The Trust Services team helps coordinate the protection and distribution of your assets. We are here for you every step of the way, from assisting with legal arrangements for the management of your assets to helping carry out your wishes in accordance with your plans.
Trust assets and investment products are not insured by the FDIC, are not deposits, and may lose value.
Wealth Management
Get assistance planning and growing
your financial future with personalized
investment strategies1 and expert
advice tailored to your goals.
Trust Services
Secure and manage your assets confidently with our comprehensive trust solutions, ensuring your estate plans are in capable hands.
Not sure where to start?
Let our experienced team guide you through your financial journey, providing clarity and confidence every step of the way.
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
Your Trust Advisors
Our Trust Market Review
Stay informed with expert analysis of the latest trends, updates, and opportunities impacting Trust clients.
Getting Started on Your Estate Plan
The Nuts and Bolts of Trusts and Estate Planning
The Importance of Estate Planning in Building Generational Wealth
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