Bluebird Wealth Management - Financial Advisor in West Newbury, MA | WiserAdvisor.com

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Bluebird Wealth Management

Keith's experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets. Keith's broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.

Brian's broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management. At his prior firm, Brian was responsible for investment strategy, leading the equity research effort and team, and managing two of the firm's equity strategies including the flagship investment offering, with assets in excess of $1 billion. In addition, Brian has extensive experience helping individual and institutional clients meet their investment and financial goals through asset allocation and financial planning strategies.

 

Brian's prior work experience includes Cambridge Trust Company and Fidelity Investments. Brian received a BA in History from Fairfield University and an MBA from Babson College. Brian is a member of the Boston Security Analysts Society and a CFA charter holder. He lives outside of Boston with his wife and four children, and enjoys outdoor activities, coaching his kids' sports teams and reading history books.

Our approach to financial planning is to leverage robust web-based technology to securely aggregate your full financial picture. We then work with you to create a personalized financial planning roadmap

We build custom portfolios to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt our approach to meet these objectives. Our clients have direct access to their portfolio manager to ensure a personalized investment experience.

Assist clients with understanding their options, weighing the pros and cons of each as it relates to their personal situation and preferences.

We provide insurance and risk analysis, but do not sell insurance products.

We provide annuity reviews for clients who own or are considering purchasing an annuity product.

We provide tax management and planning services but do not provide tax preparation. We help our clients improve tax efficiency through tax-loss harvesting, capital gains management, gifting & estate planning strategies as well as Savings and Distributions strategies.

We provide advice on account types such as 529 college savings or UTMA/UGMA.

Bluebird Wealth's Comprehensive Fee-Only service will include customized portfolio management, tax planning, estate & gift planning, retirement planning and the ability to work with other trusted advisors. We understand the importance of a cohesive approach and encourage collaboration with your insurance agent, attorney or CPA. When we combine ongoing portfolio management with proactive financial planning, we are able to uncover more opportunities to improve your financial picture.

Discretionary money management services are done in house by a CFA holder who you may speak with directly. We use Separately Managed Accounts to allow for more precise customization.

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Bluebird Wealth Management

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