Bluebird Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bluebird Wealth Management serves individual and high‑net‑worth clients as well as charitable organizations, providing fee‑only financial planning and discretionary portfolio management. The firm focuses on ongoing advisory relationships and separates its planning and investment services from commission‑based product sales.
Investment decisions are guided by clients’ stated objectives and risk tolerances and implemented using a mix of modern portfolio theory, fundamental and quantitative analysis, with quarterly monitoring and the ability for clients to impose written investment restrictions. The firm integrates financial‑planning work into portfolio oversight and provides guidance on retirement‑plan rollovers while operating with discretionary trading authority for managed accounts.
Noteworthy aspects include a small, credentialed advisory team that includes both a CFA charterholder and a CFP certificant, management of roughly $154 million in client assets, and an explicit policy of being strictly fee‑only with no commissioned product offerings. The firm generally recommends an institutional custodian and receives operational and technology support from that custodian, does not vote client proxies, does not permit client‑directed brokerage, and recently amended its ADV to discontinue custody related to trusteeship/executorship.
Client services
Expertise
Fee options
Financial planning fees up to $10,000 fixed fee.
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 to $500 per hour for financial planning services.
Fee-only: Financial planning fees as fixed fees up to $10,000 or hourly fees of $250 to $500 per hour.
Main office
266 Main Street, Suite 19 B
Medfield MA 02052
Advisors at this office
3
Most active in
Maine · Massachusetts · New Hampshire · New York
Also doing business as
Bluebird Wealth Management LLC · Masswealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew S
Series 63, Series 65
Medfield, MA
Bluebird Wealth Management LLC
Andrew Sokol is a financial advisor at Bluebird Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Darling Consulting Group and Putnam Investments. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships, integrates financial planning into portfolio oversight, and applies a combination of modern portfolio theory, fundamental and quantitative analysis.
Brian S
CFA®
Medfield, MA
Bluebird Wealth Management LLC
Brian Sokolowski is a CFA charterholder with eight years of experience at Bluebird Wealth Management LLC and 14 years previously at Cambridge Trust Company. He is based in Medfield, MA. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships, integrating financial planning with portfolio oversight, and employs a mix of modern portfolio theory, fundamental and quantitative analysis.
Keith C
CFP®, Series 63, Series 66
Medfield, MA
Bluebird Wealth Management LLC
Keith Corbett is a CFP® professional with 15 years of industry experience, currently serving at Bluebird Wealth Management LLC since 2020. Prior to joining Bluebird, he worked at Fisher Investments and Fidelity Investments. He is a member of the finance committee at Haverhill Country Club, where he contributes to financial oversight and budgeting. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management focused on client objectives, risk tolerances, and ongoing advisory relationships.
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