Regulatory Information

 

Bluestone was formed in 2005 and is registered with the SEC as required for investment advisors with assets under management above $100 million.

 

Privacy Policy

Bluestone is committed to safeguarding all client and prospective client confidential information it receives in the normal course of business. We hold such information in the strictest confidence.

Bluestone does not disclose client information to non affiliated third parties without a specific client request or without obtaining prior permission from a client. No client information is made available to any third party for the purpose of solicitation. During the course of normal business, limited information is shared with the clients' custodian. Additionally, client information may be viewed by state and federal government agencies during routine investment advisor examinations, or when required by law.

 

Form ADV Part II Brochure

The SEC requires us as a registered investment adviser to have a narrative brochure that discloses important information about Bluestone’s qualifications and practices, and is supplemented with information on Bluestone’s individual advisers.

Click here to Bluestone's Form ADV Part II Brochure and supplements. Additional information about Bluestone is available on the SEC’s website at www.adviserinfo.sec.gov.

 

Bluestone Wealth Management LLC, 67 Winter Street, Keene, NH  03431    (603) 499-4737

   

Copyright 2017 Bluestone Wealth Management LLC

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