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Blue Dot Wealth Management is a financial services firm committed to providing a tailored experience for each of our customers. We believe in building long-lasting client relationships based on trust, and work with you to understand your financial goals to ensure the best outcomes for you. Whether you’re planning for retirement, saving for your child’s education, or you’re investing in your future plans, our team of experienced wealth advisors is here to guide you every step of the way.
Our Vision is to empower our clients and shape their future and their legacy. We are partners in providing strategic guidance and thoughtful planning. We provide a sense of peace and safety, know that when life throws unexpected challenges, our clients have a well-thought-out plan in place.
Our Mission is to provide financial planning designed to deliver exceptional value and foster a future where individuals are financially secure and optimistic about their path ahead. We integrate sustainable practices for the greater good, extending our impact beyond individual success to contribute positively to the community.
With Financial Rep backgrounds that include legal, tax, real
estate, insurance, team management, and investment research—Blue Dot Wealth Management is a trusted choice for your financial needs. Our team is made up of experienced professionals, check us out at FINRA Broker-Check, who provide expert investment and income planning services to help meet your goals. We’re by your side every step of the way to help build a brighter future for you, your loved ones and your community.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Blue Dot Wealth Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, DC, FL, GA, IL, ME, MD, MI, MN, MT, NC, NJ, NY, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Blue Dot Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.