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
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Tax Planning
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Estate Planning
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Risk Management
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Multi-Generational Wealth Planning
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Do You Need A Wealth Manager?
Our Partners
Michael Kozak
President
David Roberts
Wealth Manager
Recent News
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Contact Us
Michael Kozak, Esq.
President
Blue Door Private Wealth, LLC
301 Edgewater Place
Suite 100
Wakefield, MA 01880
781-249-2706