Our Services & the BLUE SUMMIT Experience
At BLUE SUMMIT Wealth Management, we believe that success is a journey, not a destination. You know from the very start that our entire staff truly cares about helping you plan to achieve your financial dreams.
SUSTAINABLE INVESTING FOR SOCIALLY CONSCIOUS INVESTORS
Aligning your investments with your values without sacrificing returns
Helping you live the life you’ve dreamed of in retirement
COMPREHENSIVE FINANCIAL PLANNING INCLUDING LIFE GOALS ASSESSMENT
Understanding what matters to you and how to achieve your aspirations
CASH FLOW ANALYSIS
Determining a responsible cash flow that adds stability to your life
Formulating a tax-efficient plan that keeps your tax-liability in check
Protecting your family and continuing your legacy
Whether it is dealing with an inheritance, managing a foundation, starting a company retirement plan, sorting out a life transition, or handling the sale of your business, we take the time to get to know your needs and goals, establish a plan of action, and help you keep on track.
At BLUE SUMMIT Wealth Management, our specialty is designing plans that meet your financial goals and stay in line with your values. Today more than ever, environmentally and socially responsible portfolios are working to offer investors competitive returns.
Our process utilizes a holistic, big-picture approach, providing the highest level of service along your path to greater financial confidence.
At BLUE SUMMIT Wealth Management we help you "Invest for a Better Tomorrow."