Logo-01.jpg
Account Access
Schedule a Meeting

  • Home

  • Our Service

    • Who We Serve
    • Individuals & Families
    • Companies
    • Mission-Driven Organizations

  • About Us

    • Mission, Vision & Values
    • Our Team

  • Sustainable Investing

    • Sustainable Investing Process
    • History of SRI
    • Double Bottom Line Research
    • Links

  • Blog & Press

  • Contact

  • More

    Use tab to navigate through the menu items.

    Sustainable Investing and Financial Planning  

    ESG AND IMPACT
    INVESTING FOR VALUES
    BASED INVESTORS

    Investing San Diego - 25 Years of Service

    Learn More About Us

    Romantic Couple Enjoying View

    Who We Serve

    Investing San Diego 

    Misty Woodland

    Innovation in Sustainable and Responsible Investments for over 25 years

    Business Meeting

    Our Services & the Blue Summit Experience

    Judith Seid
    Judith L. Seid, CFP®
    Partner, Wealth Advisor
    Allen Trim
    Allen Trim, CFP®, CPA, CVA
    Partner, Portfolio Manager
    Robert Seid
    Robert Seid, CSRIC
    Partner, Wealth Advisor
    Veronica Gonzales
    Veronica Gonzales
    Private Client Services
    Silvia.jpg
    Silvia Ortiz
    Private Client Services

    Meet Our Team 

    Featured On/Memberships

    1/3
    © 2021 Blue Summit Wealth  | Designed by Mint Marketing
    Disclaimer