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What Is Your Life’s Passion? Do You Have A Plan To Make It Happen?

The Best Way To PREDICT
The Future Is To Invent It

A Story With A Unique Beginning

You want to trust that your advisors will manage your financial situation as if it were their own. We know just how you feel.

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Helping You Invest In Your Life

Our value benchmark is based on how our clients' lives would be, both financially and emotionally, if we were not present.

  

BlueSky Planning℠

The combination of comprehensive financial planning with our investment management services is one of the most important tools we offer our clients.

  

BlueSky Investing℠

BlueSky Investing is our proprietary investment management process tailored to evolve with your financial life.

  

BlueSky Experience

As a client, we want you to feel safe and secure knowing that your financial life will always be on track.

A Team Built To Last

As a client, you will be in exceptionally good hands. We seek out and reward the very best professionals in the industry, purposely employing a high staff-to-client ratio of 18-1, ensuring that you always have someone there to help you.

Live More, Worry Less

We provide customized financial solutions to successful families and individuals who have better things to do than worry about the details of their financial affairs.


  

Soon-To-Be Retirees



Meet John and Nancy

  

Medical Practitioners



Meet Cameron and Paige

Knowledge Center

We believe knowledge is the key to unlocking confidence and success. Since 1999, BlueSky Wealth Advisors has been published in over 200 articles both nationally and locally.


Copyright © 2017 BlueSky Wealth Advisors.

NAPFA-Registered, Fee-Only Financial Advisors in New Bern, NC, Pleasanton, CA and San Jose, CA.

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