Financial Planners in New Bern

“Looking for a CFO for your life?! Want the security of knowing your tax liabilities have been limited and you have diversified wealth solutions to carry you long term through life financially? Blue Skies is an incredible veteran owned company that was started out of a passion to help people manage their money.BlueSky Wealth Advisors have an incredible wealth of knowledge and a passion for bringing financial portfolio literacy and top value management services to business owners. The founder David Blain did an incredible job sharing what a well rounded portfolio is and so much I had no idea about.Their fees are flat rate- no extras on investments. They develop a complimentary no cost proposal for their clients based on complexity but offering multiple tiers of pricing per year- the “complexity” is determined by means clients ages, line of work, household income, liquid net worth (investable assets excluding the business), overall net-worth excluding business. Concierge access for questions via email/phone throughout the year.They do tax planning included. Investment management (do the investments), Insurance review. Estate planning review. Goal planning. They coordinate with existing CPA, bookkeepers, attorney, investors, etc. to help facilitate execution of plan. Onboarding includes Typically 3-6 meetings over several months to go over action plan and do everything necessary to get account ready.Once onboarded you are at maintenance to keep your plan going and revisit new tax strategies/change as you grow!I can’t believe I’m their first review! They are a hidden gem. The thing about companies like this that offer such incredible services is that they don’t need Google reviews- their clients refer them! So grateful I found this company. As a business owner that’s worked like crazy my whole life- I finally feel like there’s a plan for my future and have so much security in my next action steps.“

“The Altrius method of managing wealth is no less than phenomenal! Jim Russo's leadership over the last 25 years as a fiduciary has provided nothing but growth when other investment firms have had rocky performance. My wife and I have invested with his company for 21 years, we know our retirement is secure under his strategies, guidance and leadership. Jim and his team of professionals have our full, unfettered trust.“