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BlueTrust - Charlotte

EST. AUM
$250,000,000

CONTACTS
9

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website bluetrust.com
Client types

Overview

The Charlotte financial advisors at Blue Trust apply biblical wisdom and technical expertise to help their clients make wise financial decisions, enabling them to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include Wealth Management (financial, retirement, and estate planning), Investment management, Cash flow and budget planning, Charitable giving strategies, Personal trust and estate settlement services, Family Office, Sports & Entertainment services, Business consulting services, Institutional services, and Retirement plan consulting.

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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