Securing Wealth

The Bluestone Process

Together with our clients we follow the Bluestone five-step process for securing wealth and implementing sound financial planning.

1
Personal Financial Planning

Our process is customized to reflect each client’s personal financial objectives.

2
Holistic Approach

Our process is comprehensive, covering a broad spectrum.

3
Growth Investing

Our process is driven by the pursuit of superior long-term investment results.

4
Behind the Scenes Care

Our ongoing research ensures top success strategies are recommended to clients.

5
Bluestone Community

Meetings, seminars & memos. Our clients are informed, inspired and connected.

Walk the way of wealth and well-being with our clients.

The Bluestone Mission

Walk the way of wealth and well-being with our clients.

Click to learn more

We do this for YOU.

Our clients are easy to like, authentic, down to earth, common sense family folk; most are self-made, either small business owners, corporate executives or professionals. They have a net worth of approximately $750,000 to multi-millionaire level, and they possess a sense of who they are and how they want to live. Many are middle-aged, some are retired. Many have been with us for 10 or 15 years, and some from our very start in 1985.

Let’s connect. We’re happy to hear from you.