Beverly, MA Office
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BlueDoor Private Wealth, LLC
Team
Firm-wide stats for BlueDoor Private Wealth, LLC
About
BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management offered on both discretionary and non-discretionary bases, and includes ancillary financial planning as part of its Investment Management Services. The firm also offers an online flat-fee planning product (WealthShed) and provides access to insurance and annuity solutions through a membership with DPL Financial Partners.
The firm’s investment process is long-term oriented and combines fundamental and technical analysis to construct asset allocations and investment policy statements tailored to each client, with ongoing monitoring and quarterly reviews. BlueDoor may implement portfolios using direct securities, third‑party Separate Account Managers, and maintains oversight of existing private fund positions transferred with client relationships; clients may place reasonable investment restrictions subject to agreement.
A noteworthy and uncommon feature is that the firm’s principal owner provides estate planning and other legal services through an affiliated law practice, and a senior partner provides tax services through a separate tax practice—each disclosed as a material conflict of interest and clients are under no obligation to use those affiliated services. The firm also operates through a network of IARs under multiple practice names and has broadened offerings (WealthShed, SAM oversight, and private fund oversight), which differentiate its service model from many peers.
Based on BlueDoor Private Wealth, LLC
Location
50 Dunham Ridge, Suite 1250
Beverly MA 01915
Advisors at this office
3
Advisors at this office
Robert M
Series 65
Beverly, MA
BlueDoor Private Wealth, LLC
Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.
Michael K
CFP®, Series 66
Beverly, MA
BlueDoor Private Wealth, LLC
Michael Kozak is a CFP® with 24 years of experience in the financial advisory industry. He is currently with BlueDoor Private Wealth, LLC, where he has worked since 2019, following prior roles at Little House Capital, East Coast Asset Management, and Cabot Wealth Management. Kozak maintains a small, occasional tax and estate planning practice involving drafting estate documents and coordinating tax work. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, employing a long-term approach that combines fundamental and technical analysis. The firm offers multiple service options, including discretionary and non-discretionary management, an online flat-fee planning product, and access to insurance and annuity solutions.
Grady K
Series 65, Series 66
Beverly, MA
BlueDoor Private Wealth, LLC
Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 licenses and one year of industry experience. He has been self-employed since 2022 and joined BlueDoor in 2025. Outside of financial advising, he operates a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning services. The firm employs a long-term investment process combining fundamental and technical analysis, offers an online flat-fee planning product, and provides access to insurance and annuity solutions through a partner network.
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