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.
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. Our Values are deeply ingrained in our corporate culture and permeate through all aspects of the Blue Summit client experience.
- SUSTAINABLE INVESTING FOR SOCIALLY CONSCIOUS INVESTORS
- RETIREMENT PLANNING
- COMPREHENSIVE FINANCIAL PLANNING INCLUDING LIFE GOALS ASSESSMENT
- CASH FLOW ANALYSIS
- TAX PLANNING
- ESTATE PLANNING