A complete list of active advisors currently associated with BlueChip Wealth Advisors LLC

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

BlueChip Wealth Advisors serves individuals (including high‑net‑worth clients), businesses and institutional plan sponsors, and government entities. The firm provides discretionary portfolio management, third‑party manager selection, wrap‑fee account access, comprehensive financial planning, and retirement‑plan consulting and implementation. Advisors use a goal‑based, customizable approach: they assess clients’ objectives and risk tolerances, construct tailored asset allocations, and employ a mix of active and passive strategies across mutual funds, ETFs, equities, fixed income and, for qualified investors, alternatives. Third‑party managers and model strategies are vetted by an internal investment committee, and accounts may be custodied on Schwab, SEI or Fidelity platforms with discretionary authority used to implement portfolio decisions. What is noteworthy relative to peers is the firm’s formal use of subscription‑based reporting tools (an eMoney offering and client tutorials) as part of its service menu, and its participation in an SEI‑based wrap program. BlueChip also emphasizes documented planning deliverables (Monte Carlo analyses, efficient‑frontier and allocation reports), routinely serves retirement‑plan and government clients, and integrates educational sessions or implementation tutorials into client engagements.

To learn more about the advisors currently working at BlueChip 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.