As trustees, we put your interests first while you manage complex financial decisions at every stage of your life. «Life goes far beyond numbers. Too often, consultants and clients focus on percentages and balances. Our goal is to know the numbers and, more importantly, help you live a more fulfilling life. «Effective asset management looks at all possibilities to minimize tax risk. This attention to detail is at the heart of our business. Our consulting team is made up of a group of professionals with expertise in investment, tax, retirement and estate planning. This diverse experience allows our team to find tailor-made solutions that can be overlooked by less experienced consultants. Our consultants will guide you to help you decide on the transfer of family property. Then, we work with your lawyers to ensure that your estate plan reflects your wishes. Our consultants have invested the necessary time to acquire many cutting-edge references.
Our customers are the ultimate beneficiaries of our efforts. Our investment management philosophy focuses on identifying high-quality companies that have high dividend and/or capital appreciation potential. Manage your assets. Achieve your life goals. Gain peace of mind. There are many ways to measure success. Here are some of them we are proud of: Our customers are supported by a team of 25 employees. BlueChip Financial offers a short-term credit product designed to make it easier for people with inadequate bank details to access credit at the expense of the consumer at nearly half of many competitors. Executives with stock-based compensation plans can count on our advisors to carefully manage the challenges associated with focusing on the company`s shares. At Blue Chip Partners, wealth management is much more than managing an investment portfolio. As trustees, our financial advisors have the knowledge and experience to create a personalized financial plan that meets your individual needs. Our team of professionals is dedicated to your continued success.
We strive to help you get the most out of your wealth. Until retirement, most investors live in a «balance sheet world» that focuses on their entire net worth. Retirement requires a new way of thinking that focuses on generating cash flow. Our team is here to support this transition.
