Bluebird Wealth Management

Bluebird Wealth Management is an independent, fee-only registered investment advisor based in West Newbury, MA, dedicated to providing personalized financial planning and investment management services that prioritize the best interests of their clients. With a commitment to integrity and transparency, their fiduciary advisors work closely with clients to develop tailored financial strategies that align with individual goals and preferences.

Offering a range of services including portfolio management, financial planning, and comprehensive wealth management, Bluebird Wealth emphasizes a collaborative approach that integrates various aspects of financial well-being. Their team, comprised of experienced professionals, is focused on delivering objective advice without the influence of commissions or product sales, ensuring a truly personalized financial experience.

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