Get a Clear View

It’s your legacy, your impact, your world to leave behind. We like working with people who want to leave it a little better than they found it. We help individuals, families, and small businesses build a plan to achieve their goals, deal with life’s uncertainties, and grow their legacy. We provide guidance and data driven insights so you can get moving in the right direction. You deserve peace of mind—we provide it. 

Make Positive Growth

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.

Tailored Solutions

Wealth management is about more than just accumulating your assets. It involves creating a long-lasting impact. At Blue Dot Wealth Management, we provide tailored solutions with your goals in mind. Whatever chapter or circumstances of life you are dealing with, we can help.
  • Getting married?
  • Buying a home?
  • Changing jobs?
  • Concerned about paying for college?
  • Starting or growing a business?
  • Nervous about market conditions?
  • Working on your estate planning?
  • Contemplating retirement living?
  • Recently divorced or widowed?
  • Receiving an inheritance?
  • Considering a lump-sum retirement payout?
  • Wondering when to take social security?
  • Worried about depleting your nest egg?
  • Charitably minded

We Work with Unique Circumstances

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.

Personal Retirement Planning

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.

Partners in Fostering Positivity

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.

Philanthropy can be another way to create a positive impact on your local community.

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

Our vision is about more than just wealth management and financial success–it’s about creating a legacy of resilience, confidence, and positive influence.

Build a Lasting Financial Legacy Today

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.

For financial and investment advice, contact Blue Dot Wealth Management today, we can’t wait to embark on your journey with you.

Contact Us

Arizona Office​

California Office​

Colorado Office​

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