Investing with Purpose

Investing with pupose 

BlueDoor was founded with the singular goal to “Invest Purposefully” for its clients. As technological innovation has infiltrated the investment management industry, firms are increasingly using it to cut costs and provide generic products to clients irrespective of their unique needs. Our goal was to strip back the investment process to its core and ask the singular question of why are we investing these funds.  For some it is long term growth while others seek the pinnacle of capital preservation. Framed in the context of our unique knowledge of each client we are able to craft a strategy around their needs and not our products. 

 Investments without Constraints 

While many firms seek to place clients in easy to fill buckets and use generic funds or products as their core, we seek to build highly customized strategies centered around high quality investments.  Our goal is to identify those high quality businesses that can form a core for clients over the long term and then supplement and adjust that mix for each client based on their needs.

Our Services

Our experience in wealth management allows us to identify and provide sophisticated solutions in a multitude of areas.

Investment Management

Ut efficitur condimentum mauris. Mauris in consequat mauris. Quisque non maximus ipsum a facilisis. Learn More

Tax Planning

Ut efficitur condimentum mauris. Mauris in consequat mauris. Quisque non maximus ipsum a facilisis. Learn More

Estate Planning

Ut efficitur condimentum mauris. Mauris in consequat mauris. Quisque non maximus ipsum a facilisis. Learn More

Risk Management

Ut efficitur condimentum mauris. Mauris in consequat mauris. Quisque non maximus ipsum a facilisis. Learn More

Multi-Generational Wealth Planning

Ut efficitur condimentum mauris. Mauris in consequat mauris. Quisque non maximus ipsum a facilisis. Learn More

Do You Need A Wealth Manager?

Praesent sit amet venenatis nisl nullam nulla erat pretium.Praesent sit amet venenatis nisl nullam nulla erat pretium.Praesent sit amet venenatis nisl nullam nulla erat pretium. Praesent sit amet venenatis nisl nullam

Our Partners

Michael Kozak

Michael Kozak

President

David Roberts

David Roberts

Wealth Manager

Recent News

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

Contact Us

14 + 12 =

Michael Kozak, Esq.

President

Blue Door Private Wealth, LLC

301 Edgewater Place

Suite 100

Wakefield, MA 01880

781-249-2706