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At Blue Dot Wealth Management, our goal is to provide financial planning services to help you achieve your goals. Our vision isn’t just about wealth management, but the greater picture of helping you establish a lasting legacy that will echo throughout your family’s future generations.
Did you know that over 10 percent of children may have some sort of special needs or unique circumstances? We are passionate and prepared to advise families with special needs. Our team is dedicated to providing personalized guidance and support tailored to your family’s specific circumstances and goals. We are here to help you navigate the intricacies of financial planning for your special needs child, allowing you to focus on what matters most—providing the best possible care and support for your family.
Retirement looks different for every client of ours. Few of our clients look forward to a “traditional” retirement. Our clients want something more – time, freedom and flexibility, and significance. Most of our clients have a collection of retirement accounts and assets built over a number of decades. Navigating the decisions surrounding this collection of assets can be complex. By having a ‘retirement roadmap’ in place ahead of time, we can help clients transition confidently into their next chapter.
Regardless of where you are in your journey we can meet you there and help.
We see ourselves as more than just financial advisors; we are partners that help to positively shape the future of our clients and their families. We achieve this through strategic financial guidance and thoughtful planning to preserve your family values and ensure that they are passed down to future generations.
Whether it’s through donating to charities or establishing a family foundation, your wealth can be used to create positive change in your community that aligns with your personal values.
Our vision is about more than just wealth management and financial success–it’s about creating a legacy of resilience, confidence, and positive influence.
If you think you’re ready to start shaping your legacy, then Blue Dot Wealth Management is here to help. With over 62 years of combined industry experience, our team is ready to help. We provide financial planning services with a focus on consistent progress. Our goal is to deliver exceptional value and help you build a future where your family is financially secure and optimistic about their goals for generations to come.
Contact us today to schedule a consultation with one of our financial advisors. Together, we’ll help you develop a tailored plan that reflects the legacy that you want to build for your family.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Blue Dot Wealth Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, MD, MI, MN, MT, NC, NJ, NY, NV, OH, OR, SD, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Blue Dot Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.