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Sustainable Investing and Financial Planning

ESG AND IMPACT
INVESTING FOR VALUES
BASED INVESTORS

Learn More About Us

Managing Over $165 Million in Assets for Clients Across the United States and Abroad

Innovation in Sustainable and Responsible Investments for Over 25 Years

Our Services and the Blue Summit Experience

Our Team

Allen AT.jpg

Allen Trim, CFP®, CPA, CVA

Partner, Portfolio Manager

Robert Seid, CFP®,CSRIC

Partner, Wealth Advisor

Judith L. Seid, CFP®

Partner, Wealth Advisor

Veronica Gonzales

Private Client Services

Senior Manager,

Private Client Services

Martha De la Torre

Private Client Services

Blog

Tax credit guide for Solar, EVs and home energy upgrades

Tax credit guide for Solar, EVs and home energy upgrades

Dear Clients and Friends of Blue Summit, We hope this message finds you in good health this Holiday season. We wanted to share some...

IRA and 401(k) contribution limits for 2023

IRA and 401(k) contribution limits for 2023

Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA...

Navigating the Human Element in Financial Decision-Making

Navigating the Human Element in Financial Decision-Making

We wanted to shift gears from our emails about shareholder advocacy and instead talk about one of the more cloudy aspects of investments...

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