Wealth Management

We believe wealth management goes beyond numbers. It’s a journey toward securing what truly matters: your family’s future, life aspirations, and peace of mind. We’re here to walk with you every step.

Request Online Access

Account Access

Trust assets are not insured by the FDIC, are not deposits, and may lose value.

Insurance

Protect what you cherish with our tailored insurance packages.¹ Collaborating with leading providers, we ensure you make strategic choices for enduring security.

Learn More

Investments

Your financial growth is our priority. Offering a variety of options through Osaic Institutions, Inc., we equip you with insights and tools¹ for college savings, retirement, and beyond.

Learn More

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

Your Financial Planning Team

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

Financial Planning Team

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.

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