Creative Wealth Strategies

Our primary goal is to understand our client’s needs and goals to deliver a highly customized and comprehensive solution for you.

Blue Summit Financial Group, based in San Diego, CA, specializes in sustainable investing and financial planning, managing over $185 million in assets for clients across the United States and abroad. With over 25 years of experience in innovative sustainable and responsible investments, the firm focuses on aligning clients' portfolios with their values through ESG and impact investing. The team at Blue Summit is composed of seasoned professionals, including certified financial planners and wealth advisors, dedicated to keeping clients informed about companies that make a positive environmental and social impact. Their commitment to sustainable investment practices ensures that clients can achieve financial goals while contributing to positive change in the world. Generated from the website

Ameriprise Financial Advisors in San Diego, CA offers personalized and comprehensive financial planning services to help clients achieve their short-term goals and feel more confident about retirement. With a focus on goal-based advice and industry-leading insights, Ameriprise provides clients with secure online access to accounts, important documents, and a team of investment professionals for objective research and actionable strategies. Generated from the website