Bluestone Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. As of December 31, 2025 the firm reported $272,940,969 in assets under management across a small client base (37 clients) and generally requires a $2,500,000 relationship minimum, subject to reduction at the firm’s discretion.
The firm’s investment approach is long‑term and index‑focused across five core asset classes (U.S. stocks, international stocks, investment‑grade bonds, REITs, and cash), typically implemented with mutual funds and ETFs and commonly using Dimensional Fund Advisors funds for low‑turnover, passive exposure. Bluestone also accommodates legacy or concentrated stock positions and can construct satellite individual‑stock portfolios, while providing ongoing portfolio supervision, rebalancing, and comprehensive financial planning (retirement, estate, charitable, and ERISA/rollover guidance).
Bluestone is a small, two‑advisor firm founded in 2005 whose principals hold advanced professional credentials (including CFP, CFA, CPA and a law degree), a combination that can support integrated tax, accounting, and legal considerations for clients. The firm maintains an institutional relationship with Fidelity for custody and platform services—receiving research, technology, and operational support—and discloses that it does not accept proxy‑voting responsibility for client securities.
Client services
Expertise
Fee options
Fixed fees not to exceed 1.00% of assets under management (negotiable)
Up to 1.00% annually (fees may vary based on factors such as complexity, asset level, and relationship)
Account minimum: $2,500,000 (generally required; may be reduced at the sole discretion of Bluestone)
Main office
67 Winter Street
Keene NH 03431
Advisors at this office
2
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Elizabeth C
CFP®, Series 65
Keene, NH
Bluestone Wealth Management LLC
Elizabeth Catlin is a Certified Financial Planner® with 20 years of industry experience. She has been with Bluestone Wealth Management LLC since 2005. The firm provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Bluestone employs a long-term, index-focused investment approach across five core asset classes, typically using mutual funds and ETFs, and offers integrated tax, accounting, and legal considerations through its principals' advanced credentials.
Christine C
Series 65
Keene, NH
Bluestone Wealth Management LLC
Christine Clinton Catlin is a financial advisor at Bluestone Wealth Management LLC in Keene, NH, holding a Series 65 designation with 20 years of industry experience. She has been with Bluestone Wealth Management since 2005. Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, index-focused investment approach across core asset classes, typically using mutual funds and ETFs, and offers comprehensive financial planning and portfolio supervision.
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