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76 COLUMBUS MONTHLY APRIL 2016 SPECIAL ADVERTISING SECTION Bluestone Wealth Partners 7650 Rivers Edge Drive Columbus, Ohio 43235 bluestonewp.com Michael J. Agriesti, CFP ® , CRPC ® , LUTCF ® Andrew L. Michel, CLU ® , ChFC ® R. Michael O’Brien, CFP ® , CRPC ® , CRPS ® Adam J. Pusateri, CFP ® G. Adam Weingartner Richard J. Martin, MS, CFP ® SPECIAL ADVERTISING SECTION SPECIAL ADVERTISING SECTION Career-oriented professionals are planners. They set a goal, and chart a course. But even the best planners find that achieving their own financial goals can be challenging. Bluestone Wealth Partners works with busy profession- als to chart a course toward a more secure financial future. BWP’s fee-based approach utilizes sophisticated asset management tools and platforms with solutions that focus on low cost, tax efficiency and transparency. Clients ben- efit from the collective experience of wealth management professionals who joined together from four specialized practices within Lincoln Financial Advisors. The result has been comprehensive, value-based counsel and industry- leading service for busy executives, business owners and entrepreneurs who have placed their trust in the expertise of BWP. In creating unique plans tailored to each client, BWP has shown their clients the difference between planning and planning done right. Registered associates of Bluestone Wealth Partners are regis- tered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advi- sors Corp., a broker/dealer (Members SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bluestone Wealth Partners is not an affiliate of Lincoln Financial Advisors. CRN-1435171-030316 THE FACES OF WEALTH MANAGEMENT Bluestone Wealth Partners APRIL 2016 COLUMBUS MONTHLY 77 Reprinted with permission from Columbus Monthly ©2016. All rights reserved.

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Page 1: THE FACES OF WEALTH MANAGEMENT Bluestone Wealth Partners › static.contentres.com › media › docume… · Bluestone Wealth Partners works with busy profession-als to chart a course

76 COLUMBUS MONTHLY APRIL 2016

SPECIAL ADVERTISING SECTION

Bluestone Wealth Partners7650 Rivers Edge DriveColumbus, Ohio 43235bluestonewp.com

Michael J. Agriesti, CFP®, CRPC®, LUTCF®

Andrew L. Michel, CLU®, ChFC®

R. Michael O’Brien, CFP®, CRPC®, CRPS®

Adam J. Pusateri, CFP®

G. Adam WeingartnerRichard J. Martin , MS, CFP®

SPECIAL ADVERTISING SECTIONSPECIAL ADVERTISING SECTION

Career-oriented professionals are planners. They set a goal, and chart a course. But even the best planners fi nd that achieving their own fi nancial goals can be challenging.

Bluestone Wealth Partners works with busy profession-als to chart a course toward a more secure fi nancial future. BWP’s fee-based approach utilizes sophisticated asset management tools and platforms with solutions that focus on low cost, tax effi ciency and transparency. Clients ben-efi t from the collective experience of wealth management professionals who joined together from four specialized practices within Lincoln Financial Advisors. The result has been comprehensive, value-based counsel and industry-leading service for busy executives, business owners and

entrepreneurs who have placed their trust in the expertise of BWP.

In creating unique plans tailored to each client, BWP has shown their clients the difference between planning and planning done right.

Registered associates of Bluestone Wealth Partners are regis-tered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advi-sors Corp., a broker/dealer (Members SIPC) and registered investment advisor. Insurance offered through Lincoln affi liates and other fi ne companies. Bluestone Wealth Partners is not an affi liate of Lincoln Financial Advisors. CRN-1435171-030316

THE FACES OF WEALTH MANAGEMENT

Bluestone Wealth Partners

APRIL 2016 COLUMBUS MONTHLY 77Reprinted with permission from Columbus Monthly ©2016. All rights reserved.