Bluestone Wealth & Trust

Bluestone Wealth & Trust offering securities through Osaic Institutions, Inc. works with respected firms like Lockwood and Envestnet to source financial products. From tax-advantaged college plans and retirement accounts to mutual funds and stocks & bonds, you’ll get solutions and practical advice you can count on to reach all your investment goals.

Mutual Funds

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

College Funding

College costs can be daunting. Planning early can make all the difference. We have access to the products and expertise to help you do just that.

Retirement Funding

It’s never too early to start planning for retirement. Choose Roth IRAs, Traditional IRAs or IRA alternatives like 401Ks or Keogh or SEP Plans.

401K to IRA Rollovers

Have you changed jobs and left your 401K with a former employer? We’ll help you make a direct rollover to a Traditional IRA that you control.

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.

*Individual 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.

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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
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