Blue Summit Wealth Management

Blue Summit Wealth Management serves individual clients — including high‑net‑worth individuals — as well as fiduciaries, pension and profit‑sharing plans, and charitable or foundation accounts. The firm provides discretionary portfolio management, written financial planning through its “Blue Summit Experience,” and pension consulting that can include plan‑level advice and participant education.

The firm’s investment approach combines diversified asset allocation with an active emphasis on Socially Responsible Investing (SRI); it uses a scoring methodology to screen and rank third‑party SRI funds, monitors holdings regularly, and performs rebalancing at least quarterly. For held‑away retirement accounts the firm uses a third‑party aggregation platform to review and rebalance allocations (while avoiding custody), and it recommends institutional custodians for execution and reporting.

Noteworthy aspects of the firm include a structured planning process that produces lifetime cash‑flow projections, annual plan updates, and coordination with clients’ tax and estate professionals, alongside a formal pension consulting offering for employers. The brochure also discloses that advisors are licensed insurance agents and that the firm participates in cash‑management referral arrangements; these compensation practices are identified as potential conflicts and are subject to the firm’s disclosure and monitoring procedures.