BleuVesti
BleuVesti
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    • Financial Planning
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  • More
    • Home
    • Services
      • Financial Planning
      • Investment Management
      • Account Types
      • Research & Education
      • Professional Network
      • Financial Calculators
    • Life Stages
    • About
    • Contact
  • Home
  • Services
    • Financial Planning
    • Investment Management
    • Account Types
    • Research & Education
    • Professional Network
    • Financial Calculators
  • Life Stages
  • About
  • Contact

More Than A Financial Firm

Where Life Goals Shape Financial Strategy

  

BleuVesti is a modern financial guidance firm built to support individuals through every chapter of life.

Unlike traditional investment companies that focus solely on portfolios, BleuVesti centers around life-first financial planning - helping people align their investments with their goals, responsibilities, and future, while managing their investment portfolios to ensure they stay on track with that vision.


The firm provides support across all stages: from budgeting and credit building in early adulthood, to managing family finances, preparing for retirement, and eventually legacy planning. BleuVesti’s approach is not about selling products - it’s about offering clarity, confidence, and structured support for the life clients are working hard to build.


Because real financial success means growing wealth with purpose - and using it to build a life that feels secure, intentional, and truly your own.

Financial confidence is the result of your life and plan working in sync

Live with purpose

The BleuVesti Story

Designed To Move With You

BleuVesti was created to solve a core problem in the financial industry: the lack of truly personalized, life-aligned guidance. Too often, financial advisors focused narrowly on portfolios - without understanding the person behind them.


We saw a gap. Investments were being made without context - no consideration for someone’s risk tolerance, upcoming milestones, or real-world responsibilities. And for younger individuals just starting out, the absence of meaningful guidance and education was even more stark.

BleuVesti was built to change that.


Our mission is to deliver complete financial alignment - helping clients grow their wealth, manage what they’ve built, and preserve their values for generations to come. 


We take the time to understand where you are today, where you want to be, and tailor every strategy to support that journey.

From your first paycheck to retirement and beyond, BleuVesti is the professional partner guiding you forward - every step of the way.

Plan Today. Shape Tomorrow.

Start Your Financial Journey

LPL Financial Form CRS

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.