Delegate Confidently™
Manage your wealth. Achieve your life goals. Gain peace of mind.
At Blue Chip Partners, wealth management is much more than managing a portfolio of investments. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. Our team of professionals is dedicated to your continued success. We strive to help you get the most life out of your wealth.
Delegate Confidently™
Manage your wealth. Achieve your life goals. Gain peace of mind.
At Blue Chip Partners, wealth management is much more than managing a portfolio of investments. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. Our team of professionals is dedicated to your continued success. We strive to help you get the most life out of your wealth.
The Numbers
There are many different ways to measure success. Here are a few we’re proud of:
25
Our clients are supported by a team of 25 employees.
700
More than 700 families trust us with their wealth.
$1B
We manage over $1 billion in client assets.
Watch Video Below for An Inside Look At Blue Chip Partners
Our Financial Planning Expertise
Retirement Planning
Until retirement, most investors live in a “balance sheet world,” focused on their overall net worth. Retirement requires a new mindset that centers around cash flow generation. Our team is here to support this transition.
Our Financial Planning Expertise
Investment Management
Our investment management philosophy focuses on identifying high quality companies that demonstrate a strong potential for delivering dividends and/or capital appreciation.
Tax Planning
Effective wealth management scrutinizes every opportunity to minimize tax exposure. This attention to detail is core to our business.
Estate Planning
Our advisors provide guidance to help you make decisions about family wealth transfer. Then we work with your attorneys to ensure that your estate plan reflects your wishes.
Executive Compensation
Corporate executives with stock-based compensation plans can depend on our advisors to carefully manage the challenges associated with a concentration in company stock.
Quality Research. Quality Advice.
Quality Research. Quality Advice.
Who We Are
Objective
As a fiduciary, we put your interests first as you navigate complex financial decisions at every point in your life.
Experience
Our advisory team includes a group of professionals with expertise in investments, tax, retirement, and estate planning. This diverse experience enables our team to identify customized solutions that may be overlooked by less experienced advisors.
Capability
Our advisors have invested the time required to earn many industry-leading credentials. Our clients are the ultimate beneficiaries of our efforts.
Accreditations
6
Six advisors at the firm are CERTIFIED FINANCIAL PLANNER™ professionals.
5
Five members of our team hold Master’s Degrees.
4
Four members of our team hold the Chartered Financial Analyst® designation.
3
Three advisors are Certified Public Accountants (CPAs).
2
Two advisors are
attorneys (JDs).
2
Two of our advisors hold the Chartered Market Technician® (CMT) designation.
1
One advisor holds the Certified Trust & Fiduciary Advisor (CTFA) designation.
1
One advisor holds the Investment Adviser Certified Compliance Professional® designation.
“Life is about much more than just numbers. Too often advisors and clients fixate on percentages and balances. Our focus is to know the numbers and, even more importantly, to help you live a more fulfilling life.”
Robert Steinberg
Founder & CEO
JD, CPA, CFP®
“Life is about much more than just numbers. Too often advisors and clients fixate on percentages and balances. Our focus is to know the numbers, and even more importantly, to help you live a more fulfilling life.”
- Robert Steinberg
Founder & CEO
JD, CPA, CFP®
