For Business Owners

For Business Owners

Our Philosophy

Bluestone Wealth Advisors is a Registered Investment Advisor that specializes in wealth management.  Because we feel strongly that our emphasis should remain on investment management, we have partnered with several trusted service professionals to provide independent advice in areas where we do not specialize.  When we do make a referral, Bluestone Wealth Advisors will act in the capacity of a fiduciary, overseeing all elements of the relationship to ensure our client’s best interests are served.

Our Services

  • Profit sharing plans*
  • Money purchase plan*
  • Defined benefit plans*
  • SEP/Simple plans*
  • 401(k) plans*
  • Deferred compensation plans*
  • Split dollar insurance plans*
  • Group Life*
  • Group Health*
  • Group Disability*
  • Owner succession planning
  • Employee education
  • Business valuation*

*Bluestone Wealth Advisors will partner with other trusted professionals to deliver these services.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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