West Hartford, CT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
West Hartford CT
Advisors at this office
1
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