Bluestone Wealth Management LLC

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.