About
Plan for a Confident Tomorrow
At Bluestone Wealth and Retirement, our mission is to empower individuals and families with personalized financial strategies. Built on trust, integrity, and expertise, we are committed to guiding you toward a secure and prosperous future.
Tailored Financial Strategies for Prosperous Futures
Meet the skilled experts behind Bluestone Wealth and Retirement.
Emily Harper
Senior Financial Advisor
James Carter
Investment Strategist
Sophia Bennett
Retirement Planning Specialist
David Morgan
Tax Consultant
Sophia Bennett
Retirement Planning Specialist
David Morgan
Tax Consultant
James Carter
Investment Strategist
Emily Harper
Senior Financial Advisor
Bluestone Wealth and Retirement transformed my financial future with their expert planning and personalized approach.
Sarah Thompson
Retired Educator