A complete list of active advisors currently associated with Blue Zone Wealth Advisors, LLC

Warmer can help you find a great advisor at Blue Zone Wealth Advisors, LLC or one who fits your needs even better.

Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser that serves individual and high‑net‑worth clients, as well as retirement plans, trusts and business entities, providing comprehensive portfolio management, asset management, standalone financial planning and retirement plan consulting. The firm offers both discretionary investment management and one-time or ongoing planning engagements and may engage third‑party sub‑advisors to implement client portfolios. The firm’s investment process uses a blend of fundamental, quantitative, technical and sector analysis and emphasizes diversified asset‑allocation strategies across public and private securities, ETFs, mutual funds, alternatives and options, with periodic rebalancing and cash management. Blue Zone maintains an institutional custody and execution relationship with Schwab and leverages custodial and third‑party tools for trade execution, reporting and back‑office support. What is distinctive is that Blue Zone acts as an adviser and general partner to private pooled investment vehicles — including a private fund it opened in 2025 — and offers qualified clients access to those funds, which may include performance‑based compensation and audited fund reporting. The firm manages roughly $770 million in regulatory AUM across a relatively small client base and discloses potential conflicts tied to its private‑fund interests and to representatives’ insurance licensing, which it says it seeks to manage through its policies and disclosures.

To learn more about the advisors currently working at Blue Zone Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.