SlideShare a Scribd company logo
1 of 1
Download to read offline
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.

More Related Content

Viewers also liked

Improving the Quality of Existing Software - DevIntersection April 2016
Improving the Quality of Existing Software - DevIntersection April 2016Improving the Quality of Existing Software - DevIntersection April 2016
Improving the Quality of Existing Software - DevIntersection April 2016Steven Smith
 
Production schedule
Production scheduleProduction schedule
Production scheduleBeth Carter
 
はいはいベイビークラス201612公開用
はいはいベイビークラス201612公開用はいはいベイビークラス201612公開用
はいはいベイビークラス201612公開用Yuka Motobe
 
DT_Presentation
DT_PresentationDT_Presentation
DT_PresentationAnanya Ram
 
Building Codealike: a journey into the developers analytics world
Building Codealike: a journey into the developers analytics worldBuilding Codealike: a journey into the developers analytics world
Building Codealike: a journey into the developers analytics worldOren Eini
 
Volumen 1 Numero 2
Volumen 1 Numero 2Volumen 1 Numero 2
Volumen 1 Numero 2Ed Tuggy
 
4 Mistakes to Avoid When Solving High Workforce Turnover
4 Mistakes to Avoid When Solving High Workforce Turnover4 Mistakes to Avoid When Solving High Workforce Turnover
4 Mistakes to Avoid When Solving High Workforce TurnoverEffex
 
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...wepc2016
 
Presentation Advanced Advertising Procedures
Presentation Advanced Advertising ProceduresPresentation Advanced Advertising Procedures
Presentation Advanced Advertising ProceduresNaja Faysal
 
1. Типы данных. Операции. Ввод и вывод C#
1. Типы данных. Операции. Ввод и вывод C#1. Типы данных. Операции. Ввод и вывод C#
1. Типы данных. Операции. Ввод и вывод C#Olga Maksimenkova
 
4. Многомерные массивы и массивы массивов в C#
4. Многомерные массивы и массивы массивов в C#4. Многомерные массивы и массивы массивов в C#
4. Многомерные массивы и массивы массивов в C#Olga Maksimenkova
 
Intellectual Property and Copyrights
Intellectual Property and CopyrightsIntellectual Property and Copyrights
Intellectual Property and CopyrightsChristopher Pappas
 
Chapter 6.4 - Pollution of Freshwater
Chapter 6.4 - Pollution of FreshwaterChapter 6.4 - Pollution of Freshwater
Chapter 6.4 - Pollution of FreshwaterDwayne Squires
 
Government Cloud for ISVs (November 18, 2015)
Government Cloud for ISVs (November 18, 2015)Government Cloud for ISVs (November 18, 2015)
Government Cloud for ISVs (November 18, 2015)Salesforce Partners
 
Analise de poemas
Analise de poemasAnalise de poemas
Analise de poemasPaula CAA
 

Viewers also liked (19)

Improving the Quality of Existing Software - DevIntersection April 2016
Improving the Quality of Existing Software - DevIntersection April 2016Improving the Quality of Existing Software - DevIntersection April 2016
Improving the Quality of Existing Software - DevIntersection April 2016
 
Production schedule
Production scheduleProduction schedule
Production schedule
 
はいはいベイビークラス201612公開用
はいはいベイビークラス201612公開用はいはいベイビークラス201612公開用
はいはいベイビークラス201612公開用
 
DT_Presentation
DT_PresentationDT_Presentation
DT_Presentation
 
Los
Los Los
Los
 
Building Codealike: a journey into the developers analytics world
Building Codealike: a journey into the developers analytics worldBuilding Codealike: a journey into the developers analytics world
Building Codealike: a journey into the developers analytics world
 
Volumen 1 Numero 2
Volumen 1 Numero 2Volumen 1 Numero 2
Volumen 1 Numero 2
 
4 Mistakes to Avoid When Solving High Workforce Turnover
4 Mistakes to Avoid When Solving High Workforce Turnover4 Mistakes to Avoid When Solving High Workforce Turnover
4 Mistakes to Avoid When Solving High Workforce Turnover
 
sau
sausau
sau
 
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...
day 2: Working together: national partnerships, Mr. Juan Manuel Casanueva, So...
 
Resume1
Resume1Resume1
Resume1
 
Presentation Advanced Advertising Procedures
Presentation Advanced Advertising ProceduresPresentation Advanced Advertising Procedures
Presentation Advanced Advertising Procedures
 
1. Типы данных. Операции. Ввод и вывод C#
1. Типы данных. Операции. Ввод и вывод C#1. Типы данных. Операции. Ввод и вывод C#
1. Типы данных. Операции. Ввод и вывод C#
 
Napster
NapsterNapster
Napster
 
4. Многомерные массивы и массивы массивов в C#
4. Многомерные массивы и массивы массивов в C#4. Многомерные массивы и массивы массивов в C#
4. Многомерные массивы и массивы массивов в C#
 
Intellectual Property and Copyrights
Intellectual Property and CopyrightsIntellectual Property and Copyrights
Intellectual Property and Copyrights
 
Chapter 6.4 - Pollution of Freshwater
Chapter 6.4 - Pollution of FreshwaterChapter 6.4 - Pollution of Freshwater
Chapter 6.4 - Pollution of Freshwater
 
Government Cloud for ISVs (November 18, 2015)
Government Cloud for ISVs (November 18, 2015)Government Cloud for ISVs (November 18, 2015)
Government Cloud for ISVs (November 18, 2015)
 
Analise de poemas
Analise de poemasAnalise de poemas
Analise de poemas
 

Similar to Bluestone Wealth Partners Provides Comprehensive Financial Planning

Sancus Funders Event - 21st Sept 2017
Sancus Funders Event - 21st Sept 2017 Sancus Funders Event - 21st Sept 2017
Sancus Funders Event - 21st Sept 2017 Amanda Overland
 
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. Modica
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaFINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. Modica
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaLinda Modica
 
Beecher Carlson All Lines Presentation
Beecher Carlson All Lines PresentationBeecher Carlson All Lines Presentation
Beecher Carlson All Lines PresentationChristopher Rieser
 
Dave Rowland Career Presentation
Dave  Rowland  Career  PresentationDave  Rowland  Career  Presentation
Dave Rowland Career PresentationEric Sivertson
 
HUB Capabilities Presentation-EB (2)
HUB Capabilities Presentation-EB (2)HUB Capabilities Presentation-EB (2)
HUB Capabilities Presentation-EB (2)Ann Lieff
 
IMLC Ltd
IMLC LtdIMLC Ltd
IMLC LtdIMLC
 
CorporateTreasury brochure-Web2i
CorporateTreasury brochure-Web2iCorporateTreasury brochure-Web2i
CorporateTreasury brochure-Web2iSophia Harris
 
Dave Rowland Executive Presentation 2
Dave Rowland Executive Presentation 2Dave Rowland Executive Presentation 2
Dave Rowland Executive Presentation 2Dave Rowland
 
RSG-Overview-Brochure
RSG-Overview-BrochureRSG-Overview-Brochure
RSG-Overview-BrochureNabeel Haq
 
RSG Corporate Brochure
RSG Corporate BrochureRSG Corporate Brochure
RSG Corporate BrochureRod Emerson
 
RISK AMERICAS FINAL BROCHURE
RISK AMERICAS FINAL BROCHURERISK AMERICAS FINAL BROCHURE
RISK AMERICAS FINAL BROCHUREAlice Kelly
 
Customer Contact Salary Survey 2016
Customer Contact Salary Survey 2016Customer Contact Salary Survey 2016
Customer Contact Salary Survey 2016Rob Dermott
 
Boon Capital Presentation Final March 2016
Boon Capital Presentation Final March 2016Boon Capital Presentation Final March 2016
Boon Capital Presentation Final March 2016Daniel B Borstein
 
Washington DC_Retirement Services_Hoyt Connell
Washington DC_Retirement Services_Hoyt ConnellWashington DC_Retirement Services_Hoyt Connell
Washington DC_Retirement Services_Hoyt ConnellHoyt Connell
 
Bryson Wealth Management Capabilities - 2013
Bryson Wealth Management Capabilities - 2013Bryson Wealth Management Capabilities - 2013
Bryson Wealth Management Capabilities - 2013Bryson Financial
 
READ - revolutionizing risk management for student debt borrowers
READ - revolutionizing risk management for student debt borrowersREAD - revolutionizing risk management for student debt borrowers
READ - revolutionizing risk management for student debt borrowersAlberto Furger
 

Similar to Bluestone Wealth Partners Provides Comprehensive Financial Planning (20)

Sancus Funders Event - 21st Sept 2017
Sancus Funders Event - 21st Sept 2017 Sancus Funders Event - 21st Sept 2017
Sancus Funders Event - 21st Sept 2017
 
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. Modica
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaFINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. Modica
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. Modica
 
Beecher Carlson All Lines Presentation
Beecher Carlson All Lines PresentationBeecher Carlson All Lines Presentation
Beecher Carlson All Lines Presentation
 
Michelle BRONEAU PRICHARD-Resume
Michelle BRONEAU PRICHARD-ResumeMichelle BRONEAU PRICHARD-Resume
Michelle BRONEAU PRICHARD-Resume
 
Credit Risk-Web10i
Credit Risk-Web10iCredit Risk-Web10i
Credit Risk-Web10i
 
Dave Rowland Career Presentation
Dave  Rowland  Career  PresentationDave  Rowland  Career  Presentation
Dave Rowland Career Presentation
 
HUB Capabilities Presentation-EB (2)
HUB Capabilities Presentation-EB (2)HUB Capabilities Presentation-EB (2)
HUB Capabilities Presentation-EB (2)
 
IMLC Ltd
IMLC LtdIMLC Ltd
IMLC Ltd
 
CorporateTreasury brochure-Web2i
CorporateTreasury brochure-Web2iCorporateTreasury brochure-Web2i
CorporateTreasury brochure-Web2i
 
Dave Rowland Executive Presentation 2
Dave Rowland Executive Presentation 2Dave Rowland Executive Presentation 2
Dave Rowland Executive Presentation 2
 
RSG-Overview-Brochure
RSG-Overview-BrochureRSG-Overview-Brochure
RSG-Overview-Brochure
 
RSG Corporate Brochure
RSG Corporate BrochureRSG Corporate Brochure
RSG Corporate Brochure
 
APM BCAG Meeting 15th June 2016
APM BCAG Meeting 15th June 2016APM BCAG Meeting 15th June 2016
APM BCAG Meeting 15th June 2016
 
RISK AMERICAS FINAL BROCHURE
RISK AMERICAS FINAL BROCHURERISK AMERICAS FINAL BROCHURE
RISK AMERICAS FINAL BROCHURE
 
MARSH INDIA
MARSH INDIAMARSH INDIA
MARSH INDIA
 
Customer Contact Salary Survey 2016
Customer Contact Salary Survey 2016Customer Contact Salary Survey 2016
Customer Contact Salary Survey 2016
 
Boon Capital Presentation Final March 2016
Boon Capital Presentation Final March 2016Boon Capital Presentation Final March 2016
Boon Capital Presentation Final March 2016
 
Washington DC_Retirement Services_Hoyt Connell
Washington DC_Retirement Services_Hoyt ConnellWashington DC_Retirement Services_Hoyt Connell
Washington DC_Retirement Services_Hoyt Connell
 
Bryson Wealth Management Capabilities - 2013
Bryson Wealth Management Capabilities - 2013Bryson Wealth Management Capabilities - 2013
Bryson Wealth Management Capabilities - 2013
 
READ - revolutionizing risk management for student debt borrowers
READ - revolutionizing risk management for student debt borrowersREAD - revolutionizing risk management for student debt borrowers
READ - revolutionizing risk management for student debt borrowers
 

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.