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We’ll start by learning as much as we can about your objectives, then structure a personalized plan around them. Working together, we’ll carefully consider your income needs, risk tolerance, tax implications and family dynamics. Want us to consult with your attorney or accountant? We’ll happily do whatever it takes to ensure you come away with a personalized plan you can feel good about.

Trust and Asset Management Services

  • Revocable or Irrevocable Trusts
  • 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

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.

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.