MARTIN - WEINGARTNER - MARTIN - HAYEK - STERTZER

Bluestone Wealth Partners
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    • Home
    • About
      • TEAM
      • COMMUNITY
      • TESTIMONIALS
    • BLUEPRINTS
    • Client Resources
    • PARTNER WITH US
    • Contact
    • Broker Check
Bluestone Wealth Partners
  • Home
  • About
    • TEAM
    • COMMUNITY
    • TESTIMONIALS
  • BLUEPRINTS
  • Client Resources
  • PARTNER WITH US
  • Contact
  • Broker Check

CUSTOM TAILORED FINANCIAL PLANNING

CUSTOM TAILORED FINANCIAL PLANNINGCUSTOM TAILORED FINANCIAL PLANNINGCUSTOM TAILORED FINANCIAL PLANNING
CONTACT

Retail Executives

Retail Executives

Retail Executives

analyze your income, execute stock options & windows to accumulate wealth through your employer sponsored plans

High Net Worth

Retail Executives

Retail Executives

utilize complex financial instruments to grow your investments, estate, assets & philanthropic endeavors

RETIREES

Retail Executives

RETIREES

manage your retirement savings & create multiple income distribution streams for a rewarding post-career life

INVESTMENT MANAGEMENT

TRUST & ESTATE PLANNING

INVESTMENT MANAGEMENT

assess your returns with strategic diversification & allocation

TAX STRATEGY PLANNING

TRUST & ESTATE PLANNING

INVESTMENT MANAGEMENT

strike the balance to efficiently grow & sustain your wealth

TRUST & ESTATE PLANNING

TRUST & ESTATE PLANNING

TRUST & ESTATE PLANNING

ensure your legacy lives on by protecting & distributing your assets

EDUCATION PLANNING

PHILANTHROPIC PLANNING

TRUST & ESTATE PLANNING

invest in education today to unlock opportunities for tomorrow

RETIREMENT PLANNING

PHILANTHROPIC PLANNING

PHILANTHROPIC PLANNING

work to secure a future today for the freedom to enjoy tomorrow

PHILANTHROPIC PLANNING

PHILANTHROPIC PLANNING

PHILANTHROPIC PLANNING

 allocate resources to maximize positive impact in communities

Unless otherwise identified, registered associates on this website are registered representatives of LPL Financial  and investment advisory services offered through LPL Financial , a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through LPL Financial affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LPL.com.


Not all registered representatives with our firm are able to offer advisory services.


The financial professionals of the Martin Team: Securities and advisory services offered through LPL Financial (LPL), Member FINRA/SIPC, and a registered investment advisor.  Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners.  LPL Financial is a separate entity from Bluestone Wealth Partners.


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.


We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.


Securities: Alabama, Arizona, Arkansas, District of Columbia, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin


Insurance:  Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana,  Maine, Maryland, Michigan, Missouri, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin


Richard Martin CA Insurance License #0F29374


G. Adam Weingartner CA Insurance License #0K96412


*Associated persons of LPL Financial who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.


Copyright © 2024 Bluestone Wealth Partners - All Rights Reserved.

 www.lpl.com/CRS

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