Financial Planning

Bluestone Wealth & Trust offers the expertise and options you need to plan for a secure and successful future, no matter what your unique financial goals. Our Trust Department* and Bluestone Wealth & Trust offering securities through Infinex Investments, Inc.** provide access to a comprehensive array of the financial services you need, including estate planning, investment products, investment management and insurance.

Add Image

Important Information:

Trust assets are: (1) not bank deposits or obligations; (2) not guaranteed by any bank; (3) not insured or guaranteed by the FDIC, the Federal Reserve Board or any other government agency, and (4) may lose value.

Investments and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Infinex and the bank are not affiliated. Account Executives are representatives of Infinex.

Investment and Insurance Products:

  • Are NOT FDIC Insured
  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Are NOT Guaranteed by the Bank
  • May Lose Value