© 2018 by Bluebird Wealth Management LLC

Independent

 

As an independent, fee-only Registered Investment Advisor,  we take an unbiased approach and are motivated to provide financial planning and investment management solely in the best interests of our clients. Independence allows us to deliver objective advice and comprehensive wealth management tailored to each client's needs.

Personalized

 

While we adhere to our investment philosophy and disciplined investment process, we build portfolios to fit the specific needs of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt  our approach to meet these objectives. 

 

Integrated

Bluebird is a rigorous investment manager with deep experience across asset classes. Investments are the cornerstone of a successful long term financial plan, and should be seamlessly integrated into the larger picture. Our services integrate both of these critical components  for our clients - investments and the financial plan. 

 

 

How can we be of service to you?  Please fill out the form below to arrange a free consultation or financial review. Or simply ask any questions that are on your mind.