Bluestone Wealth & Trust

You have dreams. Bluestone Wealth & Trust backs them. Whether you want to design an estate plan, supplement your insurance or shift your investment strategy, we have the expertise and products to help you get there.

Trust Services

Reach your financial and estate planning goals with a personalized strategic plan designed for your needs, risk tolerance and timeline.


Nest egg. College fund. Retirement Plan B. Whatever your motivation, you’ll find practical advice and a full suite of products to invest for your future.


Protecting your family means protecting your assets. We offer all the essential insurance and annuity products you need to look after what matters most.

Estate Planning

The best time to plan for a rainy day – or your estate – is when the sun is shining. Our integrated approach makes the process easy and efficient.

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.

Investment & Retirement Calculators

What’s my investment yield? How much will my Roth IRA be worth at retirement?

How can I save a million dollars? The tools to answer these questions and more.

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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
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