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.
Blue Chip Partners offers life insurance planning via policy reviews, analysis, and recommendations. This includes business planning, family planning, and long-term disability planning.
“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.
We bring a client-centric approach to every advisory relationship.
We deliver a concierge level of service with particular emphasis on regular and frequent communications.
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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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