About Us
We're your go-to Financial Service Team
We're Different Financial Advisors.
Think of us as whale farmers.
As Financial Advisors, we bring expertise in markets, investments, and finance. While we could talk endlessly about these topics, our real passion lies in focusing on you and what matters most to you, working to grow your wealth in meaningful ways. Think of us not just as Financial Advisors, but as Whale Farmers.
Our focus is on building long-term relationships
Based on Trust, Transparency, and Mutual Success
We strive to create an open and honest dialogue with our clients, fostering a collaborative environment where their financial aspirations can be realized. Our commitment to integrity and excellence guides everything we do, helping to ensure our clients’ confidence and satisfaction.
About Our Founder
Navigating New Waters
I founded 52 Blue Wealth Management because I recognized that the existing financial services environments couldn’t fully meet the needs and desires of my clientele. Despite being in a comfortable and successful position, I felt limited in my ability to offer the personalized services and unique financial strategies my clients were asking for so I created it.
I undertook extensive research to identify the best Broker / Dealer that would align with my clients’ values and expectations. This careful selection was crucial to ensure that 52 Blue Wealth Management could deliver the high-quality service and innovative financial strategies that my clients deserved.
Although it was a challenging decision to leave a secure and established position, the opportunity to create a tailored and client-centric environment was compelling. By establishing 52 Blue Wealth Management, I was able to implement the specific features and services that truly resonate with my clients, fostering stronger relationships and manage better financial outcomes for them.
Working Together to Serve You
Other Blue 52 Wealth Staff
Courtney Mulholland
Executive Assistant
Courtney brings extensive customer service experience, having managed her own clients in a different industry. Courtney is aspiring to become a financial advisor herself, and she is known for her meticulous attention to detail. As a dedicated mother, she enjoys spending quality time with her daughter, Darla, who we hope will one day become your children’s financial advisor.
Ready to Get Started?
Our team of professionals is here to provide personalized advice and tailored strategies to meet your unique needs. Don’t wait to take control of your financial future—contact us today to get started on the path to your goals.
