BLUESTONE WEALTH MANAGEMENT LLC

Overview

Bluestone Wealth Management LLC is an independent registered investment adviser focused on fee-based wealth management and financial planning for individuals, families and small businesses. The firm, formed in 2007 as a limited liability company and owned by an individual, operates with a mix of percentage-of-AUM and fixed-fee billing. Its advisory services emphasize customized portfolio management and comprehensive financial planning for high-net-worth clients and smaller institutional/business accounts. Bluestone does not position itself as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. Service delivery centers on discretionary portfolio management and ongoing planning relationships. The firm’s asset allocation appears tilted toward pooled, professionally managed public funds as the primary vehicle for client exposure, with supplemental use of third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices