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Blue Harbor Wealth Management

EST. AUM
$250,000,000

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Firm Details

Metro area Chicago
CRD Number
Website blueharborwealthmanagement.com
Client types

Overview

Blue Harbor Wealth Management is a Lombard, Illinois-based wealth management firm operating as an independent advisor group on the Lincoln Investment platform. The firm was established by advisors Curtis Wilcox and Paul Niemiec following their transition from Corebridge Financial (formerly VALIC). Blue Harbor provides comprehensive financial and retirement planning services, with a significant focus on educators and public employees. As an allocator, the firm utilizes a fiduciary-centered approach to design personalized asset allocation strategies, leveraging the broker-dealer and RIA infrastructure of Lincoln Investment to offer diversified investment solutions and fee-based advisory services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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