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.
Personalized financial strategies for Northville's families and professionals, helping to build wealth and secure their legacy.
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
You have worked hard to get to where you are — now let's make sure your wealth secures your family's future. At Blue Chip Partners, we create tailored strategies for Northville's affluent families and professionals to help protect, grow, and pass on their legacy.
“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 Northville wealth management team streamlines services for successful families and professionals by coordinating all your financial needs in-house: financial planning, investment management, tax preparation and estate planning. Our approach helps you focus on what matters most — preserving and growing your family's legacy.
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 learn how we help Northville families aim to build and preserve their legacy.
Chuck Kessler - Client Testimonial - Blue Chip Partners Wealth Management
Marcie Brogan - Client Testimonial - Blue Chip Partners Wealth Management
Schedule a consultation with our wealth management advisors.
We begin by understanding your unique situation, goals, and legacy priorities. This complimentary consultation allows us to develop the right strategies for your Northville family — aiming for both wealth preservation and growth for future generations.
We go through a draft outline of your financial plan, incorporating strategies for equity compensation, and providing actionable recommendations to help improve your financial situation.
We develop a tailored plan that addresses:
We execute your customized strategy and provide ongoing oversight, adapting to both market conditions and your evolving needs. Our Northville wealth management team ensures your financial plan serves your family for generations to come.
Take control of your financial future with our comprehensive Financial Strategy Checklist. As part of our Northville wealth management services, this practical guide helps families map out their financial priorities — from retirement planning and estate strategies to investment management and wealth preservation.
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
Plan Your Financial Future with Northville’s Trusted Advisors
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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