June 2023 Market Update

June 26, 2023 Financial Planning Investments

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Bluestone Wealth Partners

162 Wetherby Ln
Westerville, OH 43081
Phone: (614) 385-1340

7650 Rivers Edge Drive
Columbus, OH 43235
Phone: (614) 431-4313

300 Marconi Blvd, STE 304
Columbus, OH 43215
Phone: (614) 854-1991

Office Hours

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Unless otherwise identified, registered associates on this website are registered representatives of LPL Financial and investment advisory services offered through LPL Financial , a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through LPL Financial affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LPL.com.

Not all registered representatives with our firm are able to offer advisory services.

The financial professionals of the Martin Team, the Michel Team and the O'Brien Team: Securities and advisory services offered through LPL Financial (LPL), Member FINRA/SIPC, and a registered investment advisor. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. LPL Financial is a separate entity from Bluestone Wealth Partners.

The financial professionals of the Agriesti Team: Securities offered through LPL Financial, Member FINRA. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. Advisors with the Agriesti Team offer advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. LPL Financial is a separate Entity from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, Arkansas, District of Columbia, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin

Insurance: Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin

Richard Martin CA Insurance License #0F29374

G. Adam Weingartner CA Insurance License #0K96412

*Associated persons of LPL Financial who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

GLADSTONE FORM CRS | LPL FORM CRS

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