Bluestone Wealth Management and Insurance Services, Inc. division will now be housed within the Bluestone Preferred Wealth Center.
The announcement was made by CEO of Bluestone America, Inc, Charles Nam (pictured) who is also the founder of the Bluestone Preferred Wealth Center, which specializes in asset management, securitization, alternative funding and new asset classes. Bluestone Wealth Management and Insurance Services, Inc, joins Bluestone America, Preferred Wealth LP, Bluestone Holdings, and Bluestone People Foundation in the Bluestone Preferred Wealth Center.
"The integration of Bluestone Wealth Management & Insurance Services into the Preferred Wealth Center, will allow access to other branches of the Bluestone Corporation and make a vast array of options much more accessible to the client and/or investor," said Nam. "We are excited to watch all areas of our company connect under one roof. To make the most of the client’s financial goals and objectives, we focus on the aspects a customer values to help them make the most of their resources.”
Bluestone Wealth Management, created in 2005 by Nam, was designed to offer services to assist high net worth clients and investors alike with the desire to aggregate wealth as well as conserve capital. The company is a provider of an array of specialized and proprietary financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Nam expanded his operations in 2008 creating Bluestone America, Inc. to act as the general partner with Preferred Wealth LP, which manages private equity funds utilizing Longevity Asset Fund portfolios.
"It would be beneficial for any individual or investor looking for long term protection to shield themselves in this tumultuous financial cycle due to current and unforeseen events,” said William Soady President of Bluestone America, Inc. “Our wealth management services are designed to create a sustainable secure portfolio and our insurance services compliment the portfolio with individual and business protection, not only financially but in terms of one’s well being."
Investment services offered through Bluestone Wealth Management & Insurance Services include private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs. The company offers guidance in familiarizing a client with their investment strategy and portfolio while monitoring their situation as it evolves.