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Our Difference
  • We are an independent firm – we are not "captive" to any Insurance or Investment firm.
  • We have organizational depth in wealth planning, investment and tax expertise, and we effectively integrate this knowledge to provide comprehensive advice.
  • We have the freedom to analyze and consider most solutions offered in the marketplace.
  • We use the purchasing power afforded by our growing client base to seek unique solutions and negotiate the most favorable terms and pricing for all of our clients.
  • Most of our services are fee-based and we provide full disclosure of all fees.
  • We are distinctively qualified and well-equipped to serve as an outsourced investment office, a welcomed solution for clients who do not have the time, expertise, and/or desire to manage the complexity of their financial affairs.
  • Our clients receive the resources and access generally offered by large firms with the personalized attention of a boutique firm.
  • We offer state of the art reporting, the flexibility of multiple custodians, exceptional online planning tools with access with digital vault technology and bill paying capabilities.


 
 
 

Securities offered through MCG Securities, LLC Member FINRA/SIPC.  Investment Advisory services offered through Bluestone Capital, LLC.
Bluestone Capital management, LLC, does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 610 337-6500.

2017 © Strategic Wealth Management Advisors, LLC | Form ADV

 


Check the background of this financial professional on FINRA's BrokerCheck.