Question 1

What is the company's approach to wealth management?

Accepted Answer

Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions. We walk with our clients as they pursue their true riches, which we believe are found in contentment, healthy relationships, and purpose, not just in material wealth.

Question 2

What services does the company offer?

Accepted Answer

Blue Trust offers a wide range of services, including financial planning, investment management, trust and estate services, sports and entertainment business consulting, family office services, institutional investments, and philanthropic consulting. We have expertise in serving individuals and families, women, athletes and entertainers, business owners, ultra-high-net-worth families, ministries and nonprofits, and foundations and endowments.

Question 3

Where is the company located?

Accepted Answer

Blue Trust has corporate offices in Atlanta, GA, Baltimore, MD, Birmingham, AL, Charlotte, NC, Chicago, IL, Columbia, SC, Columbus, GA, Greenville, SC, Holland, MI, Houston, TX, Los Angeles, CA, Indianapolis, IN, Naples, FL, Nashville, TN, Orange County, CA, Orlando, FL, Phoenix, AZ, San Francisco, CA, and Seattle, WA. We also serve clients in other cities.

Question 4

What is the company's history and background?

Accepted Answer

Blue Trust has a rich history of applying technical expertise and biblical wisdom to help clients make wise financial decisions. We have a long-standing commitment to our clients' true riches, which we believe are found in contentment, healthy relationships, and purpose. Our approach, leadership, and generosity have earned us a strong reputation in the industry.

Question 5

How can I become an advisor or client with Blue Trust?

Accepted Answer

If you are interested in becoming an advisor with Blue Trust, we encourage you to explore our advisor opportunities. If you are interested in becoming a client, you can find an advisor near you using our online search tool. We welcome the opportunity to walk alongside you as you pursue your true riches.

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Blue Trust | Houston Financial Advisors

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About Blue Trust | Houston Financial Advisors

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Frequently Asked Questions about Blue Trust | Houston Financial Advisors

What is the company's approach to wealth management?

What services does the company offer?

Where is the company located?

What is the company's history and background?

How can I become an advisor or client with Blue Trust?

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