Broker Check

Welcome to the Start of Your Future

Our team has collected over 75 years of combined experience on the job and in the board room. We have been fortunate enough to strategically align the right partners to bring real life experiences and insight to the fore front. We have seen our fellow MOS, active and retired, be forced to make important financial decisions without the proper training! You would never show up to work without wearing your VEST why would it be any different before you show up to the pension section without the proper guidance? We UNITED high ranking members of law enforcement with highly regarded financial professionals who are experienced in the financial services industry to bring a UNIQUE education to our brothers and sisters of the SHIELD. Our guidance is geared towards preparing you for the next chapter of your life.

While your protecting our CITY, were seeking to help you and your family! 

We Look Forward To You Joining Our BLUE WEALTH FAMILY!

Client Centered

We will strategically craft a road map that will compliment your unique situation. A customized solution is designed to help empower your confidence which in turn can reduce the stress and anxiety that the thought of retiring inflicts. You are not alone and WE are here to help. 

The JOB brings enough SACRIFICE and STRESS to you and your family. The challenges and responsibilities of being a police officer are growing day by day.The last thing that is on your mind when your radio goes off is how your retirement portfolio is performing. Questions like " Am i saving enough?" , "Should I take a loan?" , "Which option should i take?", "Am I in the right fund?".......we could go on and on and on. The longer you let these questions go unanswered, the harder it can become to rectify your strategy. You can not bank on the "SET IT AND FORGET IT" mentality. It starts with taking the time to understand how these programs work. You do not need to understand the NUTS AND BOLTS but you should understand how the machine operates.




Where does Blue Wealth come in?

Each police officer is in their own UNIQUE financial situation. There is no "COOKIE CUTTER" strategy. When you seek answers to important questions, make sure that you are consulting with a RELIABLE SOURCE that fully understands your personal situation. Explore ALL scenarios....best case and worst case. Upon learning of these extremities, it can help make the whole concept of "RETIREMENT PLANNING" seem more settling and not as STRESSFUL at the pure sound of the word or thought of it. 

CONFIDENCE IS THE KEY!!!

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