OUR SERVICES

Plan your Future. Grow your Net-worth.  Protect your Assets. 

The difference we strive to create is as business owners, answering to only you. We don't answer to a corporation that drives the products and services offered. Partnering with some of the most reputable well capitalized partners, they offer a full range of financial services, but we only present you those that will help you achieve your goals. 

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FINANCIAL & RETIREMENT
PLANNING
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INSURANCE
PLANNING
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CASH MANAGEMENT

Before we develop any specific recommendations, our team will take the time to understand your financial goals and objectives.  Once complete, we put together a personalized strategy specifically catered to you, the client.. We will work for you through a proven successful process called "The BlueChip Approach".

About us: BLUE CHIP Wealth Management: 

Located in Miami Beach, Florida; Blue Chip Wealth Management is a boutique fiduciary driven investment advisory firm based on the principles of independence. We provide comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to your individual financial goals.
Each advisor comes from the traditional financial brokerage company, with more than 26 years of experience, Creating this independent firm, which operates in a more manageable platform, aligning ourselves closer to our client’s needs and providing a more transparent wealth management process and client relationship.

 
 

Independent Financial Planning and Wealth Management firm.

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OUR UNIQUE APPROACH

Our Vision: “Above and Beyond” - We operate under this philosophy because we know that our success is closely tied to your success. We are governed by the "Fiduciary Rule" and are required to place your interest first; therefore, aligning our interest with that of our clients. Our goal is to build long lasting relationships as we take our clients through the process of planning to help secure their financial future.  Each Investor has a unique set of financial objectives. We believe you deserve a financial adviser who will work together with you towards your goals and objectives providing you with distinctive, caring and personalized attention. Once your goals are in place we can help you construct a comprehensive financial plan. For those reasons, you will notice a more fully engaged advisor, one whose assist you with new opportunities and is very productive in eliminating strategies that are of our favor.  

OUR PARTNERS
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Charles Schwab & Co.  Serves independent investment advisors and include custody, trading, and support services of Schwab. With more than 25 years of industry experience, Charles Schwab is proud to be the largest supporter of one of the fastest-growing segments in financial services - independent financial advisors who are entrusted with over $4 trillion of their clients’ wealth..

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

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