Bluestone Wealth Advisors, Inc. was founded in 1999 as an independent Registered Investment Advisory firm specializing in helping clients and their families thoughtfully invest for their long-term financial goals. We offer comprehensive, unbiased, and customized solutions focused on helping our clients protect and grow their wealth. It is our customized approach toward portfolio design that distinguishes us from our peers. Since each client's financial goals are unique, shouldn't their solutions reflect that reality?
In order to deliver customized solutions, we have contracted with cutting edge technology companies such as Morningstar and MoneyGuidePro. These systems provide our advisors and clients with actionable insights to make informed, thoughtful decisions.
For asset custody, Bluestone Wealth Advisors uses Charles Schwab Institutional. This custodial relationship allows our clients to benefit from Charles Schwab’s open architecture, dedicated service team, and state-of-the-art technology. Clients will receive monthly statements from Charles Schwab Institutional and quarterly performance reports from Bluestone Wealth Advisors.