INVESTMENTS

Set yourself up for success with Bluestone Wealth & Trust. Offering securities through Osaic Institutions, Inc., we work with respected firms like Lockwood and Envestnet to source a range of financial products. From tax-advantaged college plans and retirement accounts to mutual funds, stocks, and bonds, we provide solutions and practical advice to work towards achieving your investment goals.

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Investment products are not insured by the FDIC, are not deposits, and may lose value.

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Invest in your future with Bluestone Wealth & Trust.
Offering securities through Osaic Institutions, Inc., we provide
the service and products you look for in an investment partner.

Mutual Funds

Low interest rates, inflation and taxes can take their toll on your savings. Mutual funds may offer an effective and convenient alternative.1

College Funding

College costs can feel overwhelming, but early planning can make a big difference. We have the right products and expertise to help you prepare confidently.1

Retirement Funding

It’s never too early to start saving for retirement. Consider options like Roth IRAs, Traditional IRAs, SIMPLE IRAs, or employer plans such as 401Ks, Keogh, or SEP Plans to get you started on the right path.1

401K to IRA Rollovers

Whether you are starting a new IRA, need to roll your 401(k) over into an IRA or considering an in-service 401(k) distribution, we have the expert advise and product options you need.1

Get Started

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.

Contact a Financial Planner

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

Meet The Team

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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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