Bluestone Wealth Management LLC
Bluestone Wealth Management LLC (CRD# 137959) is a financial advisory firm headquartered in Keene, NH. They manage $165,024,385 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management165MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$2,260,608
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 12 years of experience in the finance industry. Elizabeth Catlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 12 years of experience in the finance industry.