Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Bluestone Wealth Management Asset Management, Tax Strategies, Wealth Transfer Planning, Trusts and Fiduciary Services ## Sitemaps - [XML Sitemap](https://bluestonenh.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Hello world!](https://bluestonenh.com/uncategorized/hello-world/) - Welcome to WordPress. This is your first post. Edit or delete it, then start writing! ## Pages - [Home](https://bluestonenh.com/) - Bluestone takes an integrated approach to wealth management, simplifying financial complexities in order to help you enhance the quality of your life. - [Disclaimer](https://bluestonenh.com/disclaimer/) - DISCLAIMER Last updated: May 12 , 2025 WEBSITE DISCLAIMER The information provided by Bluestone Wealth Management LLC (“we,” “us” or “our”) on https://bluestonenh.com/ (the “Site”) is for general informational purposes only. All information on the Site is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding - [Terms Of Use](https://bluestonenh.com/terms-of-use/) - TERMS OF USE Last updated: May 12 , 2025 AGREEMENT TO TERMS These Terms of Use constitute a legally binding agreement made between you, whether personally or on behalf of an entity (“you”) and BLuestone Wealth Management LLC ("Company", “we”, “us”, or “our”), concerning your access to and use of the https://bluestonenh.com/ website as well - [Privacy Policies](https://bluestonenh.com/privacy-policies/) - PRIVACY NOTICE Last updated: May 12, 2025 Thank you for choosing to be part of our community at Bluestone Wealth Management LLC (“Company”, “we”, “us”, or “our”). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about our notice, or our practices with - [Disclosures](https://bluestonenh.com/disclosures/) - Disclosures Important Disclaimers Bluestone Wealth Management LLC ("Bluestone") is a Registered Investment Advisor ("RIA"), located in the State of New Hampshire. Bluestone provides investment advisory and related services for clients nationally. Bluestone will maintain all applicable registration and licenses as required by the various states in which Bluestone conducts business, as applicable. Bluestone renders individualized - [Contact Us](https://bluestonenh.com/contact-us/) - Thanks for visiting our website. Please get in touch with us if you would like to know more about Bluestone. All correspondence is private and confidential. - [Client Relationship Summary](https://bluestonenh.com/client-relationship-summary/) - Client Relationship Summary, the SEC requires us to offer retail investors a Client Relationship Summary, a two-page summary of our services fees and conflicts. - [Fees and Reports](https://bluestonenh.com/fees-and-reports/) - Fees and Reports Bluestone's fees are based on the amount under management in each client relationship and range up to 1% of the total market value of each managed account. The standard minimum account size is $3 million. Fees are payable in advance and billed at the end of each quarter. Fees are negotiable. A - [Advisors](https://bluestonenh.com/advisors/) - Elizabeth holds a BA in Psychology from Harvard College and a JD from Duke Law School. She is a member of the Vermont, Virginia, and District of Columbia Bars. - [DFA](https://bluestonenh.com/dfa/) - DFA funds deliver the performance of global capital markets through state of the art portfolio design and disciplined trading strategies. - [Investment Approach](https://bluestonenh.com/investment-approach/) - W generate a cumulative return over your investment period commensurate with the investment risk you feel you can comfortably bear. - [What We Do](https://bluestonenh.com/what-we-do/) - Our commitment to client relationships allows us to create a professional partnership so that we can act for you as in an ideal worl you would act for yourself ## Categories - [Uncategorized](https://bluestonenh.com/category/uncategorized/)