Wealth management is the cornerstone of our work. Protecting capital, and growing capital, is our area of expertise. What drives us is the belief that wealth enriches the experience of well-being; wealth brings about peace of mind, and the freedom to live life as one chooses.
We define wealth two ways:
One way to define wealth is the achievement of the five elements of wealth:
- Manage debt in a stress-free way and eventually be debt free.
- Help fund children’s and grandchildren’s education.
- Enough retirement income to live a full and rewarding life.
- Support a cause, person or group that has personal meaning.
- Leave a meaningful, well-organized, tax-efficient inheritance.
We support our clients in achieving the five elements of wealth by drawing upon our credentials as Certified Financial Planner, CFP, professionals, and our many years of experience. We offer expert advice and unbiased counselling on various strategies, options and financial products, and by producing, implementing, and regularly updating, tax, retirement and estate plans for our clients.
Another way to define wealth is, owning an investment portfolio that provides an income for life.
For us, wealth management means helping our clients to invest extraordinarily well, so that their investments are an engine, driving up their net worth, and providing income in the retirement years.
Benjamin Franklin said it best, “Money makes money, and the money that money makes, makes more money.”
We invest for growth; we want our clients’ money to grow, increasing their wealth. And we invest for income – income our clients can use to live their best life.
Our investment target is the optimal balance between capital safety and capital growth. We want our clients’ money to grow, and to provide income, and we want our clients’ money to be safe.
We’re open to investing in all asset classes – ETFs, stocks and other equities, bonds and other fixed income, alternative investments and private placements, gold and cryptocurrencies and more.
Central to our investing strategy is professional money management. Professional portfolio managers have the necessary education, experience, and team of analysts doing research. We confidently rely on them to search worldwide, to sift through all of the options, and build, and daily monitor, investment portfolios that meet our standards for capital safety and capital growth.
This includes various investment vehicles, such as Mutual Funds, Managed Portfolios, and Private Investment Pools. Our job at Bluestone Financial is to be on the lookout for Portfolio Managers that have a long and impressive track record. The key is to invest with the very best professional money managers. Usually this is literally true; we often find money managers who invest their own money in the portfolio they’re managing, along with ours and our clients.
Our promise to our clients is quite simple. We strive to invest our own personal money as best we can, and then share this with our clients.
