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Investing for a Better Tomorrow.


Current Clients

Account Access

As a client of Blue Summit Wealth Management, you are entitled to view your account and run various reports, 24 hours a day, 7 days a week, by utilizing our secured Account Access portal.

  • Client Statements - Your site for consolidated account statements and reports.
  • Foliofn - Your site for account access to your Folio accounts.

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