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Schedule a Meeting

Use the calendar below to book a meeting with our team at 52 Blue. Whether you’re looking to schedule a discovery call to explore how we can assist you, or you need a follow-up session to discuss our ongoing work together, we are eager to connect with you. We look forward to charting the course to your financial success together.

Schedule a Meeting

Services

Dive into our Wealth Management Strategies

Let's Navigate Your Wealth

Comprehensive Financial Planning for a Confident Future

We offer comprehensive financial services designed to meet the unique needs of our clients. When you work with us, you’ll experience a client-centric environment where innovative strategies and tailored strategies drive your financial success.

Wealth Management (Advisory)

Our wealth management services, in an advisory relationship, provide comprehensive, personalized advisory strategies to help you achieve your financial goals.

  • Regular Portfolio Monitoring and Rebalancing
  • Investment Selection Based on Your Risk Tolerance
  • Coordination Between Accounts (Holisitic)
  • Account View - Personalized Financial Website
  • Financial Projections and Planning Based on Tier
  • At Minimum 1 Annual Advisor Review / Free 20 Minute Ask Anything Meetings, Texts, Calls
  • Minimum Account $100,000-Waived for University and Hospital 403b accounts

Hourly Financial Planning

For those seeking flexible and targeted financial advice, our hourly financial planning services offer professional guidance on an as-needed basis.

  • Investment Planning
  • Insurance Protection Planning
  • Estate Transfer Strategies
  • Retirement Income Planning

Estate Transfer Strategies

Our estate transfer strategies help to ensure a smooth and efficient transition of your assets, safeguarding your legacy for future generations.

  • Facilitate Transfer of Retirement Plans and Other Accounts
  • Estate Conservation and Wealth Transfer Planning
  • Insurance Proceeds Collection
  • New Wealth Coaching
  • Stock Certificate Transfers

Other Services

Explore our range of additional services designed to meet a variety of financial needs and enhance your overall financial well-being.

  • Mutual Funds - Minimum Account $5,000
  • Annuities - Minimum Account Varies
  • Brokerage Services
  • IRA's
  • 401(k)'s
  • Defined Benefit / Defined Contributions Plans
  • Non-Qualified Deferred Compensation
  • Executive Benefits
  • Employee benefits
  • Premature Death Benefits

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.

Lets get started.

Schedule a Meeting

Use the calendar below to book a meeting with our team at 52 Blue. Whether you’re looking to schedule a discovery call to explore how we can assist you, or you need a follow-up session to discuss our ongoing work together, we are eager to connect with you. We look forward to charting the course to your financial success together.

Schedule a Meeting

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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