If you’re worth over five million dollars, you may have outgrown a “standard” financial advisor without realizing it.
We can help.
Here’s what we see all the time:
You have a CPA, you have an estate attorney, and you have a financial advisor.
While each one may be competent, they are not always working together.
As your financial resources grow, a lack of coordination between these professionals can create planning gaps and missed opportunities.
And the more you’re worth, the more this could potentially affect you.
We decided to fix that problem.
Welcome to BlueSky Wealth Advisors. We built our firm specifically for families who have outgrown a “standard” financial advisory model.
We handle everything in-house:
Investment Management and Cash Flow Planning
Tax Planning and Filing
Estate and Trust Design
Insurance Planning to Close Protection Gaps
Real Estate Strategy and Charitable Planning
Families with complex finances don’t need fragmented advice. They need integration, coordination, and accountability.
And unlike standard financial advisors, our fees don’t automatically go up if markets rise.
I’m David Blain, founder of BlueSky Wealth Advisors. Families worth over five million dollars have often worked with standard financial advisors who may charge a percentage of assets under management. This can create serious misalignment between a wealthy family and its financial advisor.
At our firm, we charge a fee that’s based solely on the complexity of your situation – not the size of your portfolio. And if the market goes up, you keep all that growth.
David L. Blain, CFA, Founder, BlueSky Wealth Advisors
