Oakdale Wealth Management

Bluebird Wealth Management is an independent, fee-only Registered Investment Adviser that takes pride in its commitment to providing unbiased financial planning and investment management services. Our independence allows us to deliver objective advice, tailored to the unique needs and preferences of each client, without any influence from employers or product providers. As a fiduciary, we are legally bound to act in the best interest of our clients, ensuring their peace of mind when making important financial decisions.

Our Investment Philosophy

At Bluebird Wealth Management, we believe in a disciplined investment process that is grounded in our investment philosophy. Our sole focus is on providing objective financial advice, not selling financial products. We build portfolios and financial plans that are specifically designed to meet the goals of our clients. We start by addressing the objectives of each portfolio, and then adapt our approach to meet these targets. We utilize a fact-based approach to risk profiling, assessing risk capacity, risk preference, and portfolio risk, to help our clients identify their personal risk band for investing.

Personalized Financial Advice

We personalize financial advice based on the unique needs and preferences of each client. Our free financial planning software provides an efficient way to create a planning profile, which can be completed on your own or with the help of one of our advisors. We offer a free consultation to discuss your questions, concerns, and any immediate financial needs. Our clients have direct access to a CFP and CFA team with over 30 years of experience, who work with you to integrate your investments and financial plan.

Our Services

• Portfolio Management: We offer a highly personalized investment experience with direct access to your portfolio manager. As a Fee-Only Fiduciary, we believe individual stocks and bonds should form the core of most investors' portfolios, allowing us to avoid unnecessary costs and customize your strategy for any combination of growth, protection, or cash flow, considering your personal tax situation.
• Financial Planning: Our Fee-Only Financial Planning service is intended for people seeking objective advice or guidance on their personal finances, without a need for ongoing portfolio management. We offer a flexible service model to help you make informed decisions about your finances, no matter what stage of life you are in.
• Comprehensive Wealth Management: Our Comprehensive Fee-Only service will include customized portfolio management, tax planning, estate & gift planning, retirement planning, and the ability to work with other trusted advisors. We understand the importance of a cohesive approach and encourage collaboration with your insurance agent, attorney, or CPA. When we combine ongoing portfolio management, financial planning, and tax planning services, we create a powerful combination that helps our clients build and protect their wealth.

At Bluebird Wealth Management, we are dedicated to providing the highest level of service to our clients. We understand that every client is unique, and we work closely with you to develop a customized plan that meets your specific needs and goals. We strive to provide the guidance and support you need to make informed decisions about your financial future.