Blue Trust

Blue Trust

Financial-Services

Alpharetta, GA
United States
Company Tagline

Wisdom for Wealth. For Life.

Industry Category
Financial-Services
Company Description

Blue Trust is a leading financial services firm dedicated to providing comprehensive financial solutions and objective advice to a diverse clientele. With a strong foundation built since 1979, Blue Trust offers a wide array of services, including financial, retirement, and estate planning, investment management, and cash flow and budget planning. Blue Trust also provides specialized services such as charitable giving strategies, personal trust and estate settlement, business consulting, family office services, professional athlete services, institutional services, and retirement plan consulting.

Blue Trust is committed to helping clients make informed financial decisions, ensuring clarity, confidence, and a lasting legacy. Located at 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009, US, Blue Trust operates a nationwide network of offices, extending its reach and impact across all 50 states. The firm prides itself on delivering tailored strategies and exceptional service to meet the unique needs of each client. Blue Trust continues to expand its offerings, reinforcing its position as a trusted partner in wealth management and financial planning.

Blue Trust is dedicated to empowering individuals, families, and institutions to achieve their financial goals. The firm’s expertise and commitment to excellence make it a preferred choice for those seeking comprehensive financial guidance. We invite the manager of Blue Trust to create a customized and exclusive company showcase and product listing on our platform to further highlight their services and expertise.

Blue Trust est une société de services financiers de premier plan dédiée à fournir des solutions financières complètes et des conseils objectifs à une clientèle diversifiée. Forte d'une base solide bâtie depuis 1979, Blue Trust offre une large gamme de services, notamment la planification financière, de retraite et successorale, la gestion des investissements et la planification des flux de trésorerie et du budget. Blue Trust fournit également des services spécialisés tels que des stratégies de dons de bienfaisance, des fiducies personnelles et le règlement de successions, le conseil aux entreprises, des services de family office, des services aux athlètes professionnels, des services institutionnels et des conseils en matière de régimes de retraite.

Blue Trust s'engage à aider ses clients à prendre des décisions financières éclairées, en assurant la clarté, la confiance et un héritage durable. Située à 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009, États-Unis, Blue Trust exploite un réseau national de bureaux, étendant ainsi sa portée et son impact dans les 50 États. L'entreprise est fière de fournir des stratégies sur mesure et un service exceptionnel pour répondre aux besoins uniques de chaque client. Blue Trust continue d'étendre son offre, renforçant ainsi sa position de partenaire de confiance dans la gestion de patrimoine et la planification financière.

Blue Trust se consacre à donner aux individus, aux familles et aux institutions les moyens d'atteindre leurs objectifs financiers. L'expertise de l'entreprise et son engagement envers l'excellence en font un choix privilégié pour ceux qui recherchent des conseils financiers complets. Nous invitons le directeur de Blue Trust à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur ses services et son expertise.

Key Personnel / Employees
Scott Pothoven Brian Shepler Kerry A. Mallory Marshall Potter CFP® CKA® Partner

Compare Companies Side by Side

Compare Blue Trust with 3 companies in Financial-Services

4 Companies
Comparison Field
Blue Trust
Blue Trust
Main Company
TruNorth Advisors
TruNorth Advisors
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Calamos Wealth Management
Calamos Wealth Manag...
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The Unique Prime
The Unique Prime
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Founded Year
2019 2007
Company Size
11-50 11-50 11-50
City
Alpharetta, GA Greenville, South Carolina Naperville, IL
Country
United States United States United States
Skills & Keywords Comparing with main company
19 Total Skills
Financial Services Investment Management Retirement Planning Estate Planning Wealth Management Financial Consulting Trust Services Investment management Cash flow & budget planning Retirement plan consulting Professional Athlete services estate planning Personal trust & estate settlement services Institutional services Business consulting services Financial retirement Family Office Charitable giving strategies
8 Total 8 Unique
Unique Skills:
finance healthcare planning income planning investment planning legacy planning retirement planning +2
7 Total 7 Unique
Unique Skills:
financial advisory risk management services to support family offices specialized advisory services tax planning wealth planning +1
12 Total 1 Common 11 Unique
Match 5%
Common Skills:
Wealth Management
Unique Skills:
Business Expansion Citizenship Corporate Service Corporate Trust Family Trust Golden Visa +5
4
Total Companies
2007
Oldest Founded
1
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

Blue Trust 蓝色信托 ब्लू ट्रस्ट بلو ترست Блю Траст