Who We Are

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” - Aristotle

 

Consistently one of the most visited pages on our website is our biographical page. Through this we have realized that our prospective clients seem to have a desire to understand our firm’s members in the hopes to identify the principles that guide us. In choosing a partner to help assist you in managing your family’s financial planning needs we believe that a personal visit will greatly assist you in determining our core values and to see if they match with your desires and expectations. We believe that at the end of our meeting you will find a firm that is constantly dedicated to serving our clients.

Our firm follows the principles of its founders and associates, a You + Us = Together philosophy. Specifically, we are dedicated to serving our clients through a boutique approach that offers objective investment counsel and financial planning.

BlueKey Wealth Advisors (BlueKey) is a Registered Investment Adviser. We pride ourselves in being a truly independent firm that is not affiliated or a subsidiary of a proprietary brokerage company or insurance company. By eliminating conflict and bias we can serve you with a plan that specifically suits your needs.

Our work with institutional investment solutions provide clients with solutions that simply cannot be had at wire-houses, brokerage houses, or through insurance agents. BlueKey Wealth Advisors, is one of the select few Registered Investment Advisors who have received special qualification and approval to work with one of the country’s largest pensions and endowment money management firms.

We utilize various custodian relationships, whom are all members of the New York Stock Exchange (NYSE) and Securities Investor Protection Corporation (SIPC), and are insured to $100 million per account. All accounts are held in your name and BlueKey acts solely as your independent investment adviser.

We seek to offer a complete, integrated solution, to help balance life and wealth. As your life evolves, and though conditions may change, we plan to keep you on course by providing ongoing support and objective advice.

 

Financial Planning

Receive a complimentary discovery meeting to start your financial plan.

Contact Us

Second Opinion

Receive a thorough analysis of your portfolio from our team of professional financial planners.

Contact Us

Pin It on Pinterest