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Bluebird Wealth Management, LLC

EST. AUM
$154,021,423

CONTACTS
3

CLIENT ACCOUNTS
255

Firm Details

Metro area Boston
CRD Number 293420
Website bluebirdwealthmanagement.com
Client types

Overview

Bluebird Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Medfield, Massachusetts. Established in 2018, the firm specializes in delivering personalized investment management and comprehensive financial planning services to individuals, families, business owners, and small institutions across the United States. As a fiduciary, Bluebird Wealth Management is legally obligated to act in the best interests of its clients, adhering to the standards outlined in the Investment Advisers Act of 1940. The firm emphasizes a client-centric approach, tailoring portfolios and financial plans to meet the specific needs and preferences of each client.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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