Bluebird Wealth Management
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
266 Main St Ste 19B, Medfield, Massachus...Phone Number
(508) 359-4349Revenue
<$5 MillionIndustry
About Bluebird Wealth Management
Bluebird Wealth Management is an independent, fee-only Registered Investment Advisor based in Massachusetts, dedicated to providing personalized financial planning and investment management services. The firm focuses on delivering objective advice tailored to the unique needs of individuals and families across the United States, without the influence of commissions or product sales. Their services include portfolio management, financial planning, and comprehensive wealth management, all designed to align with clients' best interests. With a team of experienced advisors, Bluebird Wealth Management emphasizes transparency and integrity in helping clients make informed financial decisions.Explore more
Bluebird Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Bluebird Wealth Managemen...
<$5M
1-10
Private
-
2018
BS
Brian SokolowskiManaging Partner & Chief Investment Officer
Bluebird Wealth Management Tech Stack
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Bluebird Wealth Management is an independent, fee-only Registered Investment Advisor based in Massachusetts, dedicated to providing personalized financial planning and investment management services. The firm focuses on delivering objective advice tailored to the unique needs of individuals and families across the United States, without the influen... Read More
