Bluebird Wealth Management

Independent. Personalized. Fiduciary.

Welcome to Bluebird Wealth Management. As an independent, fee-only Registered Investment Adviser, we take an unbiased approach and are motivated to provide financial planning and investment management solely in the best interest of our clients.

Our independence allows us to deliver objective advice and comprehensive wealth management tailored to each client's needs.

Click here to schedule an introductory conversation with one of our advisors, today!

ABOUT US

Bluebird Wealth Management is privately owned and is not affiliated with a larger institution. We do not receive commissions or other payments from an employer or product provider. The sole focus of our advisors is to provide objective financial advice, not sell financial products.

While we adhere to our investment philosophy and disciplined investment process, we build portfolios and financial plans to fit the specific needs and preferences 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.

As a Fiduciary, Bluebird Wealth is legally bound by the standards outlined in the Investment Advisers Act of 1940. We must always act in the best interest of our clients. Our commitment to integrity and crystal-clear transparency gives our clients peace of mind when making important financial decisions.

LEARN MORE ABOUT OUR INVESTMENT PRACTICES

How Do We Personalize Financial Advice?

To begin, we recommend using our free financial planning software to create a planning profile. This tool provides an efficient way to get a comprehensive overview of your personal finances. This first step can be completed on your own or with the help of one of our advisors during a complimentary review.

Watch the video below to learn more, or simply sign up to receive an invitation to your personal planning profile. We are currently offering free access throughout 2023 at no obligation.

SIGN UP FOR A FREE PLANNING PROFILE

Risk Assessment: Discover Your Personal Risk Band

Once you have a baseline of your personal finances, we recommend trying our Risk Assessment, a fact-based approach to your risk profiling. Instead of just a single risk tolerance score, it looks at three scores at once: risk capacity, risk preference and portfolio risk. These three measures, when taken as a whole, will help you identify your personal risk band for investing. Ready to try it? It’s simple, watch the following video to learn just how the system works, or click the button below to begin.

ASSESS YOUR RISK

Introductory Conversation: Phone, Zoom, or In-Person

The assessments above will provide you with a helpful start, but nothing can replace the value of a conversation. We offer a free consultation to discuss your questions, concerns, and any immediate financial needs you are looking to address. This will help you determine if our financial advice service is the right fit for your unique financial situation.

As a Bluebird Wealth client, you will have direct access to a CFP® and CFA team with over 30 years of experience. They will work with you to integrate your investments and financial plan, ensuring a truly personalized approach.

BOOK A COMPLIMENTARY CALL WITH AN ADVISOR

OUR SERVICES

PORTFOLIO MANAGEMENT

Bluebird Wealth provides a highly personalized investment experience with direct access to your portfolio manager. As a Fee-Only Fiduciary, we believe individual stocks and bonds should form the core of most investors’ portfolios, not a mix of pooled investment products. This allows us to avoid unnecessary costs and customize your strategy for any combination of growth, protection or cash flow, always considering your personal tax situation.

FINANCIAL PLANNING

Bluebird Wealth’s Fee-Only Financial Planning service is intended for people seeking objective advice or guidance on their personal finances, without a need for ongoing portfolio management. We believe in providing a flexible service model to help you make informed decisions about your finances, no matter what stage of life you are in. This can involve building a complete financial plan or providing occasional guidance for the DIY investor.

COMPREHENSIVE WEALTH MANAGEMENT

Bluebird Wealth’s Comprehensive Fee-Only service will include customized portfolio management, tax planning, estate & gift planning, retirement planning and the ability to work with other trusted advisors. We understand the importance of a cohesive approach and encourage collaboration with your insurance agent, attorney or CPA. When we combine ongoing portfolio management with proactive financial planning, we are able to uncover more opportunities to improve your financial picture.

LEARN MORE ABOUT OUR INVESTMENT PHILOSOPHY