Advisor at Bluestone Wealth Management LLC
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Firm
Bluestone Wealth Management LLC
Location
Keene, NH 03431
Credentials
Series 65
Industry experience
20 years
Christine Clinton Catlin is a financial advisor at Bluestone Wealth Management LLC in Keene, NH, holding a Series 65 designation with 20 years of industry experience. She has been with Bluestone Wealth Management since 2005. Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, index-focused investment approach across core asset classes, typically using mutual funds and ETFs, and offers comprehensive financial planning and portfolio supervision.
Fixed fees not to exceed 1.00% of assets under management (negotiable)
Up to 1.00% annually (fees may vary based on factors such as complexity, asset level, and relationship)
Account minimum: $2,500,000 (generally required; may be reduced at the sole discretion of Bluestone)
67 Winter Street
Keene, NH 03431
New Hampshire
Bluestone Wealth Management LLC
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Bluestone Wealth Management LLC
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