Trust Services & Asset Management
Whether you want to protect your family’s assets or set up a benefits plan for your team, a trust can help you achieve those goals. You can count on Bluestone to guide you every step of the way and turn your plans into reality.
Trust assets are not insured by the FDIC, are not deposits, and may lose value.
We begin by understanding your goals and then craft a tailored plan just for you. Together, we’ll explore your income needs, risk tolerance, tax considerations, and family situation. Need us to coordinate with your attorney or accountant? We’re happy to do whatever it takes to ensure you leave with a plan you can trust and feel confident about.
Trust and Asset Management Services:
- Revocable or Irrevocable Trusts
- Trustee, Co-Trustee and Agent for Trustee Services
- Estate Settlement/Executor Services
- Investment Management Accounts for:
- Individuals
- Charitable Organizations
- Trustees
- Executors
- Tax Planning
- Employee Benefit Plans
- Managed Retirement Plans (IRA Rollovers)
- Tax Management
Not sure where to start?
Let our experienced team guide you through your financial journey, providing clarity and confidence every step of the way.
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.
Helpful Calculators
What is my future value worth today?
What is the yield on my portfolio?
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