Bluebird Wealth Management
Bluebird Wealth Management
West Newbury, MA
Serving Clients Nationwide
Independent and Personalized Wealth Management
Primary Advisor Locations
Keith Corbett, CFP®
Brian Sokolowski, CFA
Bluebird Wealth Management
Video
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
About Bluebird Wealth Management
There is no one-size-fits-all solution when it comes to managing personal finances. Understanding the needs and preferences of each client is the most important part of our financial advice service.ABOUT US
✅ INDEPENDENT: Bluebird Wealth Management is privately owned and is not affiliated with a larger institution. We do not receive commissions or other payments from an employer or product provider. The sole focus of our advisors is to provide objective financial advice, not sell financial products.
✅ PERSONALIZED: While we adhere to our investment philosophy and disciplined investment process, we build portfolios and financial plans to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio and adapt our approach to meet these objectives.
✅ FIDUCIARY: As a Fiduciary, Bluebird Wealth is legally bound by the standards outlined in the Investment Advisers Act of 1940. We must always act in the best interest of our clients. Our commitment to integrity and crystal-clear transparency gives our clients peace of mind when making important financial decisions.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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