Bluestone Wealth Management

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

67 Winter St, Keene, New Hampshire, 0343...

Phone Number

(603) 499-4737

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Bluestone Wealth Management

Bluestone Wealth Management offers an integrated approach to wealth management, focusing on simplifying financial complexities to enhance clients' quality of life. Their services include asset management, tax strategies, wealth transfer planning, trusts and fiduciary services, and charitable gifting. The firm prioritizes building trust and integrity in client relationships, ensuring a high level of care and commitment to clients' best interests. Bluestone serves individuals seeking to streamline their financial decision-making through a single advisor.Explore more
Bluestone Wealth Management's Social MediaPopular SearchesBluestone Wealth Management LLCBluestone Wealth Mangement LLCBluestone 67 LLCBluestone Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Bluestone Wealth Management Org Chart

PhoneEmail
MJ
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Head of Compliance

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Compare Similar Companies to Bluestone Wealth Management

Compare insights from companies similar to Bluestone Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bluestone Wealth Manageme...

<$5M
1-10
Private
-
2005
MJ
Marika JeantouHead of Compliance
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
11-50
Private
<$5M
2002
MB
Matthew BushnellDirector, Investment Operations
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
1-10
Private
-
-
SQ
Sean QuinnManager, Wealth
<$5M
1-10
Private
-
-
BO
Benjamin O'BrienManager, Wealth
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bluestone Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bluestone Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bluestone Wealth Management.

Bluestone Wealth Management Tech Stack

A closer look at the technologies used by Bluestone Wealth Management

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Frequently Asked Questions Regarding Bluestone Wealth Management

What is Bluestone Wealth Management's official website?
Bluestone Wealth Management's official website is www.bluestonenh.com
What is Bluestone Wealth Management's Revenue?
Bluestone Wealth Management's revenue is <$5 Million
What is Bluestone Wealth Management's SIC code?
Bluestone Wealth Management's SIC: 62,628
What is Bluestone Wealth Management's NAICS code?
Bluestone Wealth Management's NAICS: 52,523
How many employees does Bluestone Wealth Management have?
Bluestone Wealth Management has 1-10 employees
What industry does Bluestone Wealth Management belong to?
Bluestone Wealth Management is in the industry of: Finance, Securities Trading
What is Bluestone Wealth Management competition?
Bluestone Wealth Management top competitors include: Dowd Financial Group, Dynamic Wealth Solutions, Capital Management Advisors, Seaside Investment Advisers
What technology does Bluestone Wealth Management use?
Some of the popular technologies that Bluestone Wealth Management uses are: WooCommerce, WordPress.org, PHP, Google Cloud DNS
How do I contact Bluestone Wealth Management?
Bluestone Wealth Management contact info: Phone number: (603) 499-4737 Website: www.bluestonenh.com
What does Bluestone Wealth Management do?

Bluestone Wealth Management offers an integrated approach to wealth management, focusing on simplifying financial complexities to enhance clients' quality of life. Their services include asset management, tax strategies, wealth transfer planning, trusts and fiduciary services, and charitable gifting. The firm prioritizes building trust and integrit... y in client relationships, ensuring a high level of care and commitment to clients' best interests. Bluestone serves individuals seeking to streamline their financial decision-making through a single advisor.Read More

What are Bluestone Wealth Management social media links?
Bluestone Wealth Management Linkedin page Bluestone Wealth Management Facebook page
Is Bluestone Wealth Management a public company?
Bluestone Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bluestone Wealth Management

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