Our Offerings

Our Offerings

BlueSky offers a wide range of financial services, including real estate investment and portfolio management, for business owners and individuals seeking diversification and alternative returns.

BlueSky has a demonstrated breadth of knowledge across traditional planning topics as well as taxation, estates, business succession, equity compensation, and real estate investing. Our in-house investment portfolio design and management capability is an advantage not often found in advisory firms. 

We specialize in planning for business owners, with significant experience in helping to manage liquidity events. Throughout the systematized and clearly defined services we provide, we support our clients with innovation, energy, and a passion for their success.

Real estate represents an important investment strategy in that it provides alternative, noncorrelated returns and helps to diversify traditional portfolio holdings. One of BlueSky’s great differentiators is our expertise in helping clients develop and manage real estate portfolios. With decades of experience, we work side-by-side with interested clients in learning how to invest in income-producing properties. We can help you construct a new real estate portfolio based on your overall financial goals.

Using our proprietary real estate cash flow analyzer, we can advise you on owning income-producing properties. We can also craft a plan to leverage the most return out of any current income-producing properties. If required, we can help you reposition your current real estate portfolio while limiting tax liabilities.

Is BlueSky a good fit for me?

BlueSky’s advisory services work best with people who are willing to learn, grow, and take action when there is a gap between where you are now and where you want to go.