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.
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*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.
Wealth Management That Works
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
As one of Michigan's premier lakeside communities, West Bloomfield sets a higher standard for wealth management. At Blue Chip Partners, we combine sophisticated investment strategies with proactive planning to help you navigate complex financial decisions. Our West Bloomfield wealth management team focuses on protecting your success today while building tomorrow's opportunities.
“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 West Bloomfield wealth management team brings all financial services under one roof: financial planning, investment management, tax preparation, and estate planning. Free up your time while we help you protect and grow what matters most.
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 how our West Bloomfield wealth management team helps professionals build and protect their success.
Chuck Kessler - Client Testimonial - Blue Chip Partners Wealth Management
Marcie Brogan - Client Testimonial - Blue Chip Partners Wealth Management
Our West Bloomfield wealth management advisors help build today's achievements into tomorrow's legacy.
During this complimentary 30-minute consultation, we’ll take the time to deeply understand your financial situation, aspirations, and priorities. Together, we’ll explore how our West Bloomfield wealth management expertise can help you achieve your most sophisticated financial goals — whether it is growing your wealth or securing a lasting legacy for future generations.
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:
Once your strategy is in place, our West Bloomfield wealth management team delivers ongoing, proactive oversight so that your plan evolves with market trends and your personal goals. We’re dedicated to managing your wealth while identifying new opportunities for growth.
Organize your financial life with our West Bloomfield Financial Strategy Checklist: a simple yet powerful tool to help you track key financial documents across retirement planning, tax planning, investments, asset protection, and estate planning. Use this checklist to get all the essential paperwork in place before making critical financial decisions.
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
Our Advisors Look Forward to Meeting You
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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