Bluestone Wealth Partners
Matthew Smith is a highly motivated finance student at The Ohio State University Fisher College of Business, expected to graduate in 2025 with a Bachelor of Business Administration in Finance. Current experience includes a wealth management internship at Bluestone Wealth Partners, where Matthew is responsible for preparing meeting materials and collaborating with insurance representatives. Previous roles include a front office internship with the Columbus Clippers Baseball Team, where Matthew achieved significant sales and managed logistical operations, as well as founding and directing the Smith Basketball Camp, focusing on skill development and mentorship for young athletes. Additional experience encompasses leadership training in rock climbing, coaching a basketball team, and various roles in customer service and event management.
Bluestone Wealth Partners
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial objectives. Our clientele consists of corporate executives, business owners and professionals 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 services 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. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (www.SIPC.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.