Broker Check

Bluestone Wealth Management, LLC

Bluestone Wealth Management, LLC is a financial services company that offers a wide array of investment products.  Founded in 2018 by Veronica De La Rosa, LPL Financial Advisor, to help her clients accomplish their personal and financial goals through comprehensive financial planning.

At Bluestone Wealth Management, LLC we have the flexibility to offer you access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment or brand. This enables us to focus solely on you and your financial objectives. We are supported by the resources of LPL Financial NYSE:LPLA, the nation’s largest independent broker dealer.*  With over $509 billion in advisory and brokerage assets,** LPL Financial provide us with the technology and breadth of services to support sophisticated wealth management solutions. The research team at LPL Financial is one of the largest and most experienced research groups among independent brokerage firm, comprised of seasoned and accomplished industry veterans.

As your financial advocate, we are positioned to leverage these valuable resources to prepare and deliver our best investment ideas designed exclusively to support your financial and personal aspirations.

  *As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

OUR MISSION

At Bluestone Wealth Management, LLC our mission is to provide independent financial advice that delivers long-lasting value through a shared commitment to our philosophy, long-term perspective, and a disciplined approach.

OUR VISION

To continue to grow as an independent financial firm by establishing meaningful and long-lasting relationships based on our core business principals; sound ethics, integrity, and commitment to excellence.