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.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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.
Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
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 principles; sound ethics, integrity, and commitment to excellence.