BLUESTONE PRIVATE WEALTH, LLC

Overview

Bluestone Private Wealth, LLC is an independent registered investment adviser organized as a limited liability company. The firm is structured to serve high-net-worth individuals, families and select institutional clients through fee-based advisory relationships charged as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. Bluestone positions itself as a capital allocator — building client portfolios that combine direct use of mutual funds and annuities with meaningful allocations to private funds and other externally managed alternatives. Investment activity shows a clear tilt toward private and illiquid strategies alongside conventional market exposures. The firm does not identify as an active ESG investor. Its model supports both discretionary mandates and non-discretionary relationships, and the adviser commonly uses external managers and private fund vehicles to source return streams unavailable through traditional long-only public markets.

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Investments & Alternatives

Location & Offices