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bluesky client Engagement

BlueSky Wealth Advisors provides ongoing value to our clients through our long term relationships. As a full service advisory firm, we do not offer hourly or one-time planning sessions.

At BlueSky, we understand that what works for one client does not work  for all. To accommodate our client's needs in their varying stages of  life, we offer three different levels of service. Clients at each level of service will receive unique planning services dependent on the  complexity of their current financial situation. No matter what service  level is selected, our clients have the guarantee of ongoing timely  communication with their Personal Advisory Team and Client Service and Operations Team.  

BlueSky's Full Retainer Engagement considers the uniqueness of your circumstances   and offers ongoing advice and counsel in all areas that touch your   life. In this way, the various aspects of your planning are all   coordinated and provide an integrated approach to success. Sensibly, we   believe it’s impossible to foresee all the circumstances of your  future,  so we opt to protect you for the long term by addressing all  areas.

Which option best describes your needs?

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

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