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Bluestone Wealth Partners Provides Comprehensive Financial Planning
- 1. 76 COLUMBUS MONTHLY APRIL 2016
SPECIAL ADVERTISING SECTION
Bluestone Wealth Partners
7650 Rivers Edge Drive
Columbus, Ohio 43235
bluestonewp.com
Michael J. Agriesti, CFP®
, CRPC®
, LUTCF®
Andrew L. Michel, CLU®
, ChFC®
R. Michael O’Brien, CFP®
, CRPC®
, CRPS®
Adam J. Pusateri, CFP®
G. Adam Weingartner
Richard J. Martin, MS, CFP®
SPECIAL ADVERTISING SECTIONSPECIAL ADVERTISING SECTION
Career-oriented professionals are planners. They set a
goal, and chart a course. But even the best planners find that
achieving their own financial goals can be challenging.
Bluestone Wealth Partners works with busy profession-
als to chart a course toward a more secure financial future.
BWP’s fee-based approach utilizes sophisticated asset
management tools and platforms with solutions that focus
on low cost, tax efficiency and transparency. Clients ben-
efit from the collective experience of wealth management
professionals who joined together from four specialized
practices within Lincoln Financial Advisors. The result has
been comprehensive, value-based counsel and industry-
leading service for busy executives, business owners and
entrepreneurs who have placed their trust in the expertise
of BWP.
In creating unique plans tailored to each client, BWP has
shown their clients the difference between planning and
planning done right.
Registered associates of Bluestone Wealth Partners are regis-
tered representatives of Lincoln Financial Advisors. Securities
and advisory services offered through Lincoln Financial Advi-
sors Corp., a broker/dealer (Members SIPC) and registered
investment advisor. Insurance offered through Lincoln affiliates
and other fine companies. Bluestone Wealth Partners is not an
affiliate of Lincoln Financial Advisors. CRN-1435171-030316
THE FACES OF WEALTH MANAGEMENT
Bluestone Wealth Partners
APRIL 2016 COLUMBUS MONTHLY 77Reprinted with permission from Columbus Monthly ©2016. All rights reserved.