A complete list of active advisors currently associated with Bluestone Private Wealth, LLC
Warmer can help you find a great advisor at Bluestone Private Wealth, LLC or one who fits your needs even better.
Bluestone Private Wealth provides wealth advisory oversight and portfolio management primarily to high‑net‑worth and individual clients, working with a deliberately small client base (17 clients). Services described in the brochure include individualized investment policy statements, ongoing portfolio management, financial planning, trust advisory services, concentrated‑wealth strategies, family governance, and philanthropy guidance, and the firm may refer clients to third‑party advisers for implementation. The firm seeks discretionary authority for trading where appropriate, tailors portfolios with model allocations plus customized recommendations, and documents risk tolerance in formal Investment Policy Statements. Bluestone’s methods draw from a mix of fundamental, quantitative, technical, cyclical and modern‑portfolio‑theory analysis, and its listed strategies include long‑term investing as well as options trading (including covered and uncovered strategies), with account reviews performed at least monthly. Noteworthy features relative to many peers include a high asset‑per‑client profile — roughly $190 million in assets under management across 17 clients — combined with no stated account minimum and a recent transition to SEC registration despite the firm’s recent formation. The brochure also discloses operational particulars that differ from many advisors (it does not aggregate block trades for multiple client accounts) and notes receipt of soft‑dollar or institutional benefits via its recommended custodian, which can affect access to research and trade execution.
To learn more about the advisors currently working at Bluestone Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cleveland, OH
| 10
| |
Cleveland, OH
| 9
|
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