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Bluestone Wealth Management LLC

Headquartered in KEENE, NH

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Firm Information

Bluestone Wealth Management LLC is an investment advisor headquartered in Keene, NH. They manage approximately $258 million in assets for 122 clients. Their services include financial planning and portfolio management for individuals and businesses. The firm's client base consists primarily of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

Bluestone Wealth Management LLC

67 WINTER STREET

KEENE, NH 03431

$258.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BLUESTONE WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

KEENE, NH

Advisors at Bluestone Wealth Management LLC

View All 2 Advisors
Unclaimed
Elizabeth Johnson Catlin

CFP®, RA

KEENE, NH

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Christine Clinton-catlin

RA

KEENE, NH

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Disclosures

There are no public disclosures for Bluestone Wealth Management LLC.

Frequently Asked Questions (6)

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