Why our clients chose Blue Planet Wealth Management Group

Our wealth planning process begins by taking a holistic approach to our clients assets and liabilities. Leading our clients through the process of stewardship and legacy planning combined with financial planning constructs a blueprint for a client’s financial and family plan that becomes the basis of the relationship with our practice. The consultive process consists of several steps working in unison with our clients' estate and tax advisors culminating in a financial plan crafted to a recommended investment program that is vetted by your entire team of advisors.

We welcome the opportunity to be of service to you like we have been to some of the examples of clients below:

RBC is a world leader in earth stewardship with robust capabilities our team uses to custom tailor responsible Earthwise portfolios based on clients values and financial goals.

* We help give our successful families clarity through a consultive process when they experience life-changing liquidity events!

Business owner clients value our team coordinating access to capital, retirement plans, equipment leasing, and professional consultants from RBC and City National Bank for every aspect of their business, including succession planning.

* Our Multi-generational family clients like our education programs to pass on family values and train the next generation of good stewards of wealth and philanthropy.

* Clients engaging us for retirement planning, or at the point of retirement, like our process to help them reach their financial goals and build reliable income streams.

* Trust Services to assure clients their philanthropic goals and heirs are provided for in the way they intended.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about the Blue Planet Wealth Management Group

Latest Insights

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Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 | Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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