Blue Summit Wealth Management

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Blue Summit Wealth Management

At BLUE SUMMIT Wealth Management we provide peace of mind through disciplined financial planning and

02/28/2025

We wanted to update everyone on sustainability efforts occurring within our Blue Summit investment models. Blue Summit has worked with IMPAX (previously Pax World) since the mid-1990s. They are an important partner in our goal to align client investments with their values. Below are highlights of th...

01/11/2025

Your portfolio works for positive change by investing in companies that have stronger environmental and social footprints than their peers. It also works for positive change by pressuring large corporations to clean up their act through the Shareholder Advocacy process. We wanted to share an update....

09/06/2024

At Blue Summit Wealth Management, we strive to keep you informed about the companies making a positive impact through sustainable practices. This month, we’re highlighting Agilent Technologies, headquartered in Santa Clara, California. They are a global leader in life science solutions, diagnostic...

07/26/2024

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models.Headquartered in Ireland, Aptiv is a leader in the development of advanced safety systems and electrification solutions for vehicles. Chances ar...

06/28/2024

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models.Corning, a global leader in materials science, is renowned for its innovations in glass, ceramics, and fiber optics. Most commonly, their Gorill...

04/17/2024

We wanted to share an update from Green Century’s progressive work on reducing plastic usage. Green Century is the only mutual fund company in the U.S. wholly owned by environmental and public health non-profits. Blue Summit uses Green Century Funds in our model portfolios.Green Century and Hilton...

02/09/2024

We wanted to share an update from IMPAX Asset Management, a thought leader in the sustainable investment industry. Blue Summit has worked with IMPAX (previously Pax World) since the mid-1990s. They are an important partner in our goal to align client investments with their values. Below is a summary...

01/19/2024

Dear Clients and Friends of Blue Summit, We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert and Judy. We presented topics ranging from portfolio optimization and tax strategies to cash management and Financial Goal Planning. We hope you enjoy the content an...

11/09/2023

Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA contribution limit is $6,500 in 2023 ($7,500 if age 50 or older). The IRA contribution limits apply to your combined traditional and Roth IRA contributions. This means if y...

11/03/2023

We wanted to shift gears from our emails about shareholder advocacy and instead talk about one of the more cloudy aspects of investments and finance: how we as humans make financial decisions. This topic is called behavioral finance and one that can have an outsized impact on financial success. To b...

Address

9001 Grossmont Boulevard #718
La Mesa, CA
91941

Website

https://www.bluesummitwealth.com/

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