Disclaimer: Number of reviews as of 12/31/24. Google Reviews reside on a site controlled by Google.
All clients of Blue Chip Partners are invited to post a Google Review.
No compensation is provided for any review. The reviewer may or may not be a current client.
*Employee count includes employees from Blue Chip Partners, LLC; Blue Chip Tax, LLC; and Blue Chip Estate Planning, PLLC.
*Blue Chip Partners is not affiliated with these organizations.
Custom-Built Financial Solutions for Generations to Come
How will you live when your salary is gone?
Where Wall Street Meets Your Street
More For You, Less For The Government
Enhance Your Family's Future Benefits
Transform Complex Compensation into Strategic Wealth
Your Complete Financial Roadmap Benefits
With property values averaging $413,100 and household incomes well above the national average, Plymouth's professionals require sophisticated wealth strategies that balance preservation with opportunity. Our Plymouth wealth management mission is to protect your assets from market volatility while setting up your legacy benefits for future generations.
“I have used Blue Chip Partners for a
quite a few years now and the service
has been phenomenal. They’ve
become friends, versus simply my
financial planning source”
“Blue Chip Partners provides excellent
and sound financial planning and
advice. Excellent customer service,
highly skilled and knowledgeable for
all financial planning needs. I have
recommended Blue Chip to friends
and family”
“Clear and balanced investment
strategy, direct and value added
communications with intuitive online
information and educational tools
make Blue Chip Partners my trusted
investment group...”
Our Plymouth wealth management team brings all your financial needs under one roof: financial planning, investment management, tax preparation, and estate planning. Focus on what matters while we help protect what you built.
Other advisors sell products; we build trust by ensuring you understand how our recommendations add value. By empowering you with knowledge, we boost your confidence & commitment to long-term goals.
We pride ourselves on unparalleled responsiveness. We ensure every interaction is met with meticulous care and attention to detail. We are always here to support and assist you.
Watch these testimonials to hear how our Plymouth wealth management team helps professionals protect and grow their success.
Chuck Kessler - Client Testimonial - Blue Chip Partners Wealth Management
Marcie Brogan - Client Testimonial - Blue Chip Partners Wealth Management
Our Plymouth wealth management advisors are here to help protect and grow your success.
Your journey with our Plymouth wealth management team starts with a complimentary consultation focused on understanding your unique situation, goals, and wealth preservation priorities. Our experienced Plymouth advisors will help map out how our financial strategies can protect and enhance your financial legacy for generations to come.
We go through a draft outline of your financial plan, incorporating strategies for equity compensation and providing actionable recommendations for improving your financial situation.
We develop a tailored plan that addresses:
Your customized strategy benefits from continuous oversight as we adjust to market conditions and your evolving needs. Our Plymouth wealth management team is dedicated to helping you preserve and grow your assets for generations.
Take control of your financial future with our Plymouth Wealth Management Strategy Checklist — a practical tool designed to help high-net-worth families organize, assess, and optimize their financial picture.
This checklist outlines everything you need to bring together for a clear, comprehensive view of your investments, retirement plans, estate strategies, and wealth preservation goals.
Learn what to expect and how to prepare for your wealth management consultation.
In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina , CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy.
Watch and take a look at the slides here.
Managing Partner
Consider the legal, regulatory and
ethical constraints imposed on top
executives.
Managing Partner
We all want to retire someday, but the
retirement planning process can be
intimidating.
Managing Partner
Smart Strategies. Stronger Financial Future
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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