We are dedicated to providing extraordinary financial planning and wealth management support as you pursue your life goals.
“Blue Chip has experienced tremendous growth over the past few years. We are extremely proud that we now have two advisors dedicated to most client relationships, and the breadth of the organization’s technical expertise has expanded significantly.”
Daniel Seder
CFA, CMT, CFP®
Managing Partner
Blue Chip Partners strives for excellence. Our talented team of professionals includes an impressive list of credentials. Visit Our Team page to learn more.
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.
Effective wealth management scrutinizes every opportunity to minimize tax exposure. This attention to detail is core to our business.
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.
Our investment management philosophy focuses on identifying high quality companies that demonstrate a strong potential for delivering dividends and/or capital appreciation.
Corporate executives with stock-based compensation plans can depend on our advisors to carefully manage the challenges associated with a concentration in company stock.
Select Blue Chip advisors provide insurance planning through comprehensive policy reviews, analysis, and tailored recommendations, including strategies for business needs, family protection, and long-term disability planning.
As fiduciary advisors, we prioritize the client’s needs, goals, and financial well-being above all else.
We empower clients by explaining options clearly, making sure clients fully understand risks, rewards, and strategies before making decisions.
As fiduciary advisors, we clearly explain all costs, fees, risks, and potential downsides. We ensure every recommendation is fully understood and prioritize ongoing communication to adjust each plan as life evolves.
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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