Adam J. Pusateri, Cfp® Email & Phone Number

At Bluestone Wealth Partners, we provide personalized, objective and comprehensive wealth management advice to successful individuals and families.Our clientele consists of corporate executives, business owners and individuals who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Most of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. Bluestone Wealth Partners, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets.Bluestone Wealth Partners is a marketing name for business conducted through Lincoln Financial Advisors Corp., a division of Lincoln National Corporation – a Fortune 500 company that offers a broad range of financial services. That affiliation provides our clients with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.Our areas of expertise include: - - Investment Design and Management - - Retirement Planning - - Risk Management through Life and Disability Insurance - - College Funding - - Creation, Design and Implementation of a long term financial plan and continuing to work with clients until all the details have been completed

Listed skills include Asset Management, Certified Financial Planner, Insurance, Portfolio Management, and 3 others.

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  Financial Planner

  Bluestone Wealth Partners

  Aug 2002 - Present - 7650 Rivers Edge Drive

  I originally joined Lincoln Financial Advisors in 2001 as part of the company’s college internship program. I transitioned to a full-time planner in 2002 after graduating from Miami University with majors in Finance and General Business. In 2014, I completed the CFP® Professional Education Program from the College for Financial Planning and earned my CFP® certification.As of November 2015, I am proud to announce I am part Bluestone Wealth Partners. As measured by assets under management, Bluestone Wealth Partners is one of the ten largest fee based financial planning firms¹ in Central Ohio. I invite you to visit our new website at www.BluestoneWP.com. My focus is on Fee Based Financial Planning which incorporates - Investment Analysis and Design, Implementation and ongoing evaluation to help clients toward attaining their they ultimate goals.Adam Pusateri is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Bluestone Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp. Adam Pusateri is securities licensed in California, Florida, Kentucky, Indiana, Maryland, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia.Adam Pusateri is insurance licensed in Florida, Maryland, Ohio and Tennessee.CRN-2486595-040219

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  Miami University

  Finance And General Business