Business Details
Independent Financial Advisers in Medfield, MA
Bluebird Wealth Management operates as an independent, fee-only Registered Investment Advisor (RIA) dedicated to delivering objective financial planning and investment management services. Our fiduciary commitment under the Investment Advisers Act of 1940 ensures all recommendations prioritize client interests. We specialize in personalized portfolio construction using individual stocks and bonds, avoiding pooled products to minimize costs and maximize tax efficiency. Our team of CFP and CFA professionals brings over 30 years of combined experience in crafting tailored financial strategies. We integrate investment management with comprehensive planning for tax, estate, and retirement needs while collaborating with clients' existing advisors.Transparency in fee structure and decision-making processes provides clients with confidence in their financial strategies. Our proprietary financial planning software offers users a comprehensive overview of their financial landscape. Direct portfolio manager access ensures clients receive customized solutions aligned with their unique goals. We serve individuals nationwide with in-person meetings available across six New England states. Our disciplined investment philosophy emphasizes long-term equity holdings, strategic fixed income allocation, and measured use of alternative assets. This approach combines rigorous market analysis with personalized service to optimize client outcomes.
Services
Portfolio Management
Financial Planning
Comprehensive Wealth Management
Tax Planning
Estate & Gift Planning
Retirement Planning
Highlights and features
- We operate as a fiduciary under the Investment Advisers Act of 1940
- Our team includes CFP and CFA professionals with 30+ years combined experience
- We use individual securities instead of pooled investment products
- We provide transparent fee-only financial advisory services
- We offer direct portfolio manager access for personalized solutions
Services
Portfolio Management
Our portfolio management service focuses on constructing personalized investment strategies using individual stocks and bonds. We avoid pooled investment products to minimize costs and optimize tax efficiency. Each portfolio is tailored to clients' specific goals for growth, protection, or cash flow while maintaining fiduciary responsibility under regulatory standards.
Financial Planning
This service provides objective financial guidance for individuals seeking comprehensive planning without ongoing portfolio management. We help clients create complete financial plans or offer occasional guidance for self-directed investors. Our approach emphasizes flexibility and transparency across all life stages and financial situations.
Comprehensive Wealth Management
Our comprehensive service integrates customized portfolio management with strategic financial planning. We coordinate tax planning, estate and gift planning, and retirement strategies while collaborating with clients' existing advisors. This holistic approach uncovers opportunities to enhance overall financial outcomes through coordinated professional collaboration.
People
Brian Sokolowski
Managing Partner, Chief Investment Officer
Brian brings extensive investment management experience including equity research leadership and portfolio management for $3.5B+ in client assets. He holds an MBA from Babson College, is a CFA charterholder, and applies his expertise in asset allocation and financial planning strategies.
Keith Corbett
Partner, Financial Advisor
Keith leads our financial planning team with experience from major investment firms. He holds a BS in Finance from UNH, completed Boston University's Financial Planning Certificate, and is both a CFP and Equity Compensation Associate. He specializes in translating complex financial concepts into actionable plans.
Andrew Sokol
Financial Advisor
Andrew transitioned from interest rate risk management to investment advisory services. He brings analytical expertise from Darling Consulting Group and Putnam Investments. He holds a Finance degree and combines technical analysis with client-focused service to achieve financial objectives.
Ella Fisher
Wealth Management Associate
Ella supports financial planning and client services while pursuing her Finance and Accounting degree at Babson College. She contributes to plan reviews, data management, and client meeting documentation with attention to detail and growing technical expertise.
Questions
What services does Bluebird Wealth Management offer?
We provide portfolio management, financial planning, and comprehensive wealth management services integrating investment management with tax, estate, and retirement planning.
What does it mean to be a fiduciary advisor?
As fiduciaries under the Investment Advisers Act of 1940, we must always act in our clients' best interests with full transparency and ethical responsibility.
Do you serve clients outside New England?
We serve individuals and families throughout the United States with in-person meetings available in six New England states upon request.
How are your investment portfolios structured?
We primarily use individual stocks and bonds for cost-effective, transparent portfolio construction while supplementing with funds when appropriate for specific client needs.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Equity Compensation Associates with decades of combined industry experience.
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