NetworkยทFamily Office
๐ MEDFIELD, MA
SEC CRD #801-132489
Bluebird Wealth Management | Fee-Only Fiduciary Advisors - Bluebird Wealth Management - Massachusetts Fee-only Fiduciary Advisors Select Page BLUEBIRD WEALTH MANAGEMENT Independent. Personalized. Fiduciary. As an independent, fee-only RIA, we are dedicated to providing financial planning and investment management services that align with the best interests of our clients. Our independence allows us to deliver objective advice and comprehensive wealth management tailored to each client's needs. Click here to schedule an introductory conversation with one of our advisors, today! There is no one-size-fits-all solution when it comes to managing personal finances. Understanding the needs and preferences of each client is the most important part of our financial advice service . Read on to learn more about our approach. ABOUT US Bluebird Wealth Management is privately owned and is not affiliated with a larger institution. We do not receive commissions or other payments from an employer or product provider. The sole focus of our advisors is to provide objective financial advice, not sell financial products. While we adhere to our investment philosophy and disciplined investment process, we build portfolios and financial plans 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. As a Fiduciary , Bluebird Wealth is legally bound by the standards
BRIAN J. SOKOLOWSKI
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
๐ (508) 359-4349
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AUM
$154M
Check Size
$266Mโ$266M
Location
MEDFIELD, MA
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