BLUEBIRD WEALTH MANAGEMENT

Independent. Personalized. Fiduciary.

 

Welcome to Bluebird Wealth Management. 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 interest of our clients.

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

Bluebird Wealth Management

There is no one-size-fits-all solution when it comes to managing personal finances. Understanding the needs and preferences of each client is the most important part of our financial advice service. Read on to learn more about our approach.

ABOUT US

Bluebird Wealth Management

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.

 

Bluebird Wealth Management

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.

Bluebird Wealth Management

As a Fiduciary Advisor, 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.

How Do We Personalize Financial Advice?

To begin, we recommend taking a few minutes to discover what motivates your money decisions with our short Financial Personality Quiz. It is the fastest way to align your financial views with your personal views – an important step towards personalized financial advice. Understanding your needs and preferences leads us to your custom portfolio and financial plan. 

Watch the following video to learn more, or simply begin your assessment by clicking the button below.  You will receive your results at the end of the quiz (at no cost or obligation to speak with us).

Risk Assessment: Discover Your Personal Risk Band

Once you have some baseline measures on your financial personality, 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.

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.

Bluebird Wealth Management

OUR SERVICES

Bluebird Wealth Management

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.
Bluebird Wealth Management

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.
Bluebird Wealth Management

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.
Bluebird Wealth Management

MEET US

Brian Sokolowski Bluebird Wealth Management
Learn More About Brian...

Brian Sokolowski, CFA

Founder, President, and CIO

Brian's broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management.

At his prior firm, Brian was responsible for investment strategy, leading the equity research effort and team, and managing two of the firm's equity strategies including the flagship investment offering, with assets in excess of $1 billion. In addition, Brian has extensive experience helping individual and institutional clients meet their investment and financial goals through asset allocation and financial planning strategies.

Brian's prior work experience includes Cambridge Trust Company and Fidelity Investments. Brian received a BA in History from Fairfield University and an MBA from Babson College. Brian is a member of the Boston Security Analysts Society and a CFA charter holder.

He lives outside of Boston with his wife and four children, and enjoys outdoor activities, coaching his kids' sports teams and reading history books.

Brian can be reached at (508) 359-4349 or brian@bluebirdwealthmanagement.com

Keith Corbett Bluebird Wealth Management
Learn More About Keith...

Keith Corbett, CFP ®

Vice President and Financial Advisor

Keith’s experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets. Keith’s broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs, and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.

Keith’s prior work experience includes Fidelity Investments and Fisher Investments. Keith received a BS in Business Administration and Finance from the University of New Hampshire. He completed the Boston University Financial Planning Certificate Program and is a CFP®. After spending ten years living in Boston, he and his wife recently moved to the North Shore with their dog Bo to be closer to family. They are avid Boston sports fans and enjoy spending time outside in the mountains and on the seacoast.

Zoe Badge Certification Keith Corbett

Recently, in 2022, Keith became a Zoe Certified Financial Advisor, after passing a comprehensive vetting process that involves both qualitative and quantitative evaluation. All Zoe Advisors must be certified, experienced, and must also demonstrate that they are unbiased and transparent in their recommendations to clients. In general, this applies only to the top 5% of all advisors. 

Keith can be reached at (978) 775-1287 or keith@bluebirdwealthmanagement.com

Bluebird Wealth Management, LLC

Bluebird Wealth Management

Medfield Office

(508) 359-4349
266 Main St.
Suite 19B
Medfield, MA 02052

West Newbury Office

(978) 775-1287
6 Felton Ln.
West Newbury, MA 01985

We serve clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI

Bluebird Wealth Management, LLC

Bluebird Wealth Management

Medfield Office
266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
keith@bluebirdwealthmanagement.com

West Newbury Office
6 Felton Ln.
West Newbury, MA 01985
+1 (978) 775-1287
keith@bluebirdwealthmanagement.com

We serve clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI