3 minute read
Financial Planning Firm Moves to Westerville
Incentive Programs Provide Businesses with Competitive Advantages
Bluestone Wealth Partners (BWP) became a part of the Westerville business community last fall. Before moving to Westerville, the firm provided financial planning services from their long-time home in Northern Columbus, near Worthington. When the iconic Westerville office building located at 162 Wetherby Ln. became available, BWP decided to relocate its executive branch, while maintaining operations in downtown Columbus and the Worthington area.
The City of Westerville offers a wide range of programs and incentives that provide competitive advantages for local businesses. The BusinessWISE program and potential access to the WeConnect Data Center were both attractive to BWP. BusinessWise, a rebate program for eligible energy efficiency and conservation projects, helps businesses reduce operating costs while increasing sustainability. The WeConnect Data Center is a reliable, one-of-a-kind IT infrastructure that provides access to advanced technologies so local businesses can efficiently operate on a global scale without limitations.
“In the big picture, Westerville’s robust lineup of products and initiatives provided a wonderful indication of how the community is run,” said Ric Martin, BWP’s founding partner. “All of these features will directly benefit our team.”
The building came complete with a workout facility, lower-level swimming pool and ornate structural designs, but it was not optimized for energy efficiency.
“Through a few changes and collaboration with Westerville’s energy consultants, we will likely be in line to receive some rebates from the BusinessWISE program,” said Adam Weingartner, BWP Partner.
As the team contemplates use for the fun spaces throughout the building, they also plan to utilize WeConnect Data Center, the nation’s first municipal data center that provides an array of connectivity advantages through an advanced fiber optic network.
“Our server is still located at our previous location, but we plan to move that to the WeConnect Data Center in the next year or two. That will be a major solution for us,” said Courtney Walls, BWP Partner.
BWP has proudly served the central Ohio community for more than 30 years, but its Westerville location is supported by City-owned and operated electric, fiber and water utilities that provide low utility costs, faster response times and improved reliability.
“The utilities system is world-class, and our Internet speed is much improved from our previous location. We are new to owning a building, so all of these items have thoroughly impressed us!” said Gabe Martin, BWP Partner.
BWP works with corporate executives, retirees and high networth families to develop plans to protect and optimize finances and offers a unique perspective to comprehensive financial planning that can be beneficial for people in various stages of their lives.
“One of our big differentiators is the ability to break down complex compensation structures and make sure our execs are maximizing their benefits package,” said Weingartner. “We bring your tax professionals and attorneys into the conversation to make sure that everyone on your team is pulling the rope in the same direction. In an industry that is characterized by high upside and low job security, we are proud to provide a much-needed service.”
To learn more about BWP, visit www.bluestonewp.com. Learn more about the City’s WeConnect Data Center or the BusinessWISE program at www.westerville.org.
