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Investing for a Better Tomorrow.


Mission, Vision & Values

Mission


At Blue Summit Wealth Management we provide peace of mind through disciplined financial planning and socially responsible investment management. Our clients experience a relationship with their advisor that is broader and deeper than with any other professional. Our clients enjoy clarity and confidence knowing they have a sound strategy and an experienced team working to ensure their life goals are being met while helping to create a better world.

Vision


Our Vision is to be the most trusted and prominent financial services firm in the U.S. specializing in Sustainable and Socially Responsible Investing (SRI). It is our vision that every one of our clients feels secure having financial peace of mind, a sound financial plan, and a team of caring professionals behind them. Our clients will have a deep sense of fulfillment knowing their investments are creating a sustainable world.

Values


Our Values are deeply ingrained in our corporate culture and permeate through all aspects of the Blue Summit client experience. These are the values that guide our actions every day:

  • Take pride in our work
  • Pay attention to detail
  • Make it easy to work with us
  • Make and meet commitments
  • Work as a team with respect and trust for each other
  • Conduct business with uncompromising integrity and professionalism
  • Strive to execute flawlessly
  • Listen and respond to our clients
  • Clearly communicate mutual intentions and expectations
  • Have sensitivity to client's concerns
  • Always act with client's best interest in mind
  • Increase public awareness through educational events
  • Give back to the community