Blue Square Asset Management, LLC

About

Home | Blue Square Wealth info@bluesquarewealth.com Client Login Select Page Risk Less. Accomplish More. Focused on creating a less volatile investment experience so you can focus on what is important to you. You deserve better. Learn More Relationship Based. Technology Driven. Innovating in pursuit of better outcomes for our clients. You deserve better. Learn More A Different Approach. Challenging the status quo to deliver a more comfortable and confident investment experience. You deserve better. Learn More 3 2 1 About Us | Blue Square Wealth info@bluesquarewealth.com Client Login Select Page About Us. Blue Square is a community of passionate investment professionals who are driven by the desire to provide a more comfortable and confident investment experience. Blue Square is a community of passionate investment professionals who are driven by the belief that your portfolio does not have to be exposed to the full brunt of large market corrections. Meet Our Team Jay Bluestine Founding and Managing Principal Chief Investment Officer Andrew J. Ceisler Principal Director, Asset Management Leonard Meshberg Director, Wealth Management Allison Jaffe Chief Compliance Officer Francesco D’Andrea, AWMA® Director, Financial Planning Randy Osorio Head of Technology Laura Flanagan Compliance Counsel Advisory Board Herman Brodie Advisor - Behavioral Finance Samson Mow Advisor - Bitcoin Our Commitment to Clients  Fiduciary We hold ourselves to the highest standards always seeking our clie

Key Contact

Geographic Focus