OUR SERVICES
Independent. Personalized. Fiduciary.
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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.
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FINANCIAL PLANNING
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COMPREHENSIVE WEALTH MANAGEMENT
Our 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 uncover more opportunities to improve your financial picture.
CLIENT LOGINS
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To Access Your Investment Account
Select the Login button below to access your Bluebird Wealth Managed Account at Charles Schwab. For online support, please contact your Charles Schwab service team at:
(800) 515-2157
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To Access Your Investment Account
Select the Login button below to access your Bluebird Wealth Managed Account at Zoe Financial (Apex). For online support, please contact your Zoe Financial service representative.
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To Access Your Financial Planning Profile
Select the Login button below to access your Personal Financial Planning Portal. Please feel free to contact your Bluebird Wealth Advisor with any specific questions regarding this service.
Bluebird Wealth Management, LLC
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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 individuals and families throughout the United States.
Bluebird Wealth Management, LLC
![BlueBird-16 Bluebird Wealth Management](https://bluebirdwealthmanagement.com/wp-content/uploads/2022/01/BlueBird-16.jpg)
Medfield, MA Office
266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
info@bluebirdwealthmanagement.com
West Newbury, MA Office
6 Felton Ln.
West Newbury, MA 01985
+1 (978) 775-1287
info@bluebirdwealthmanagement.com
We serve individuals and families throughout the United States.