Blue Summit Wealth Management offers life planning services with a focus on sustainable investments and social responsibility. Founded over 20 years ago by Judith L. Seid, CFP, the company has developed financial planning services that connect individuals, families, and businesses with their goals. Blue Summit Wealth Management offers cash flow analysis, insurance, and long term care goals, sustainable investing services, life insurance, tax planning, and estate planning services. They begin with an evaluation of your life goals and needs and help you build a socially conscious plan that addresses all areas of your plan. Continued monitoring and evaluations services are part of the program. For business, Blue Summit Wealth Management helps you establish a 401k plan for your employees based on sustainable and socially conscious factors. Additionally, the planners help your company manage the 401k fund, including tax issues. Blue Summit Wealth Management is located in La Mesa.
La Mesa, CA 91941