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Blue Wealth Inc.

EST. AUM
$145,146,348

CONTACTS
3

CLIENT ACCOUNTS
908

Firm Details

Metro area Charlotte
CRD Number 330324
Website bluefinancialinc.com
Client types

Overview

Blue Financial, Inc., headquartered in Charlotte, North Carolina, is a financial services firm specializing in retirement planning and wealth management for individuals over the age of 50. The firm focuses on helping clients create a stable and independent retirement by offering comprehensive services such as investment and wealth management, retirement tax strategies, Roth IRA conversions, and legacy planning. Blue Financial emphasizes a fiduciary approach, placing clients' interests above all else, and aims to provide personalized financial strategies that align with each client's unique goals and values.

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Investment Preferences

Alternative Activity

Address

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

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