Blue Line Wealth Management

Bridging Your Financial Future

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Experienced Advice. Trusted Partners.

Portfolio Management

Years of experience have prepared us to guide you through your life transitions.

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Retirement Planning for Law Enforcement & Their Families

We create strategies that are tailored to your needs and goals.

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A Bright Future For Our Educators

We help educators and school employees understand how their pension, Social Security, and financial investments can work along side one another to secure their financial future.

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First Time Investors

We take pride in educating the younger generation on the powerful benefits of compound interest and the importance of getting started early with a dynamic financial strategy.

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We're Here For You!

With over 21 years of experience, we have helped thousands of clients on their financial journey. We look forward to hearing from you!

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

- Scott

“My life’s work is to help municipalities and their members conceive group benefit solutions for all their needs.”

– Jeffrey Greco

“I strive to ensure that our clients are both confident and comfortable with their financial gameplan.”

– Sean Carey

“I take pride in being the first line of contact for clients when they reach out to start their financial journey.”

– Courtney Griffith

Have a Question?

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Bridging Your Financial Future

It's not just a strategy. It's personal.

Experienced Advice. Trusted Partners.

Portfolio Management

Retirement Planning for Law Enforcement & Their Families

A Bright Future For Our Educators

First Time Investors

We're Here For You!

Helpful Content

You May Need to Make Estimated Tax Payments If…

How to Retire Early

Protecting Your Business from the Loss of a Key Person

8 Timeless Principles of Investing

What Our Team Has to Say:

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

“My life’s work is to help municipalities and their members conceive group benefit solutions for all their needs.”

“I strive to ensure that our clients are both confident and comfortable with their financial gameplan.”

“I take pride in being the first line of contact for clients when they reach out to start their financial journey.”

Scott M. Frayler

Courtney Griffith

Jeffrey B. Greco

Sean T. Carey

Have a Question?