A complete list of active advisors currently associated with Great Blue Wealth LLC

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

The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates and businesses, and also offers separate financial planning and consulting engagements. Portfolios are typically constructed around exchange‑traded funds and other diversified vehicles, with the adviser able to include mutual funds, individual equities, fixed income, options and cash holdings as appropriate. The adviser applies a long‑term, fundamental‑analysis oriented approach and works with clients through ongoing personal contact to set objectives, implement asset allocation and monitor portfolios, including rebalancing and tactical adjustments. While the firm charges asset‑based management fees for portfolio services, it also makes hourly financial planning available — a billing method that is uncommon among firms of this type. The firm is newly formed and has not yet reported assets under management, and it maintains an institutional relationship with a custodian platform that provides software and operational support to the adviser. The principal also maintains a substantial separate consulting engagement that the brochure discloses may limit available time and which the firm says it manages through policies and capacity limits; the firm may also offer performance‑based fee arrangements to qualified clients.

To learn more about the advisors currently working at Great Blue 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.