BlueSky Wealth Advisors

Blue Sky Finance Los Angeles is a private equity firm based in Los Angeles, California, backed by a foreign conglomerate with over 30 years of experience. They invest in diverse sectors including real estate development, cashmere fashionwear, construction, food and beverage, and entertainment.

Skyline Wealth Strategies, based in Austin, Texas, is a boutique wealth management and financial planning firm founded in 2010. It specializes in comprehensive retirement planning, alternative investments including private equity, and serving high-net-worth clients with tailored strategies.

Bluesky Equities, founded in 2008 and based in Calgary, Canada, is a private investment management firm specializing in opportunistic investments across real estate including multifamily, office, and seniors care, as well as private equity, venture capital, and fixed income strategies. The Hunter Family Foundation, affiliated with Bluesky, supports free market economies and entrepreneurial thinking.

Bluewater Wealth Advisors, LLC, based in Vestavia Hills, Alabama, is a registered investment adviser specializing in comprehensive wealth management services including financial, generational, trust, and retirement planning. They focus on preserving and growing family wealth with customized, active investment management strategies.

Wealthspire Advisors LLC, founded in 1995, is a national wealth management firm headquartered in New York, with extensive services including financial planning and investment management, managing over $31 billion in assets. The firm has a broad geographic presence across the United States, with additional offices in states such as California, Colorado, and Florida.

Blue Zone Wealth Advisors is a Los Angeles, California-based multi-family office and registered investment advisor. Established in 2019, the firm provides integrated wealth management and family office services to a diverse base of affluent families, entrepreneurs, and business owners.