A complete list of active advisors currently associated with Bluenose Wealth LLC

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

Bluenose Wealth serves individual and high‑net‑worth clients with ongoing portfolio management and comprehensive financial planning. The firm provides tailored investment management alongside written financial plans that can address retirement, tax planning, estate considerations, business planning and insurance reviews, and it charges asset‑based advisory fees for investment management as well as fixed fees for financial planning engagements. The firm primarily employs a passive investment approach, constructing portfolios from index mutual funds and exchange‑traded funds to implement target asset allocations set out in clients’ investment policy statements and managing accounts on a discretionary basis consistent with each client’s risk tolerance. Operationally, Bluenose Wealth typically delivers planning reports within 60–90 days and directs clients to use its recommended custodian rather than allowing client‑directed brokerage, which can affect trade execution and custodial arrangements. Noteworthy distinctions include the firm’s recent formation and that it reported no assets under management or clients at the time of filing, and the principal’s licensure and ongoing activity as a life and health insurance agent who may receive separate commissions for insurance sales (disclosed as a potential conflict and representing a small portion of the principal’s time). The principal also has prior experience with a large insurance firm, and the firm’s continuity disclosures note that there is no formal succession plan in the event of the principal’s death, which prospective clients may wish to consider.

To learn more about the advisors currently working at Bluenose Wealth 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.

Name	Location	Years of experience
Dalton Pierce	South Minneapolis, MN	2

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