Our philosophy is simple: wealth and well-being are like a horse and carriage, one pulls and the other carries;
together they will take you on a journey to being truly rich.
Together, wealth and well-being form an upward spiral; wealth enriches the experience of well-being, and well-being empowers the pursuit of wealth, lifting you up to more and more wealth and well-being.
This is not only a selfish ambition, it’s also benevolent. The only way to make the world better is to make people better, beginning with “me”. A ripple effect rolls out from those who are truly rich, inspiring others to do likewise, making the world better.
Our philosophy drives our work. Over the past four decades we have developed a proven process to help clients secure wealth and enjoy well-being. We offer just about anyone the opportunity to be truly rich.
live your best life
Personal Expression
Own an investment portfolio that provides an income to live your best life.
- Our work is personalized, reflecting each client’s unique lifestyle and aspirations
- Each step is taken with client’s personal input and direction
- Clients’ evolving life directs ongoing financial planning
Get Results
Growth Investing
Money makes money. And the money that money makes, makes more money.
- We pursue superior long-term investment results
- We search for top money managers
- We monitor them with ongoing due diligence
- We utilize professional portfolio management
Secure your wealth
Wealth Management
Wealth, tax, retirement, and estate planning, for financial security and peace of mind.
- Clients’ balance sheets are central, securing wealth is key
- Retirement income projections guide investment decisions
- Tax reduction strategies are considered at each step
- Estate plans are regularly reviewed for a lasting legacy
Research and strategies
Behind the Scenes Care
Our philosophy inspires our thinking and motivates our work for our clients.
- We accurately managed the details for each client
- We personally follow the strategies we recommend
- We are lifetime students, continuously doing research
- We are supported by a team of outside professionals and colleagues
We are here for you
Bluestone Community
Join us on this wonderful journey to being truly rich, and making the world better.
- Clients’ progress is regularly reviewed in personal meetings
- Seminars keep clients inspired and connected
- Communications keep clients informed and in the loop
- We remain available and responsive to clients
