Invest In A Better World
Make your money do so much more. Together, we can help create better outcomes for you, our community, and our planet.
How We Help
Financial Advisors Who Help You Make an Impact
Our team deeply believes that helping people shift their perspective from a "you OR me" world to a "you AND me" world is in all our best interest. We're committed to integrating Environmental, Social, and Governance (ESG) factors into investment analysis and portfolio construction. This allows us to offer you long-term performance opportunities while giving our planet the respect it deserves.
In 2022, Terra Blue Wealth Management became a B Corp™ which further solidified our commitment to purpose-driven work. B Corps are businesses that meet the highest verified standards of social and environmental performance, transparency, and accountability.
Helpful Content
Curated articles, videos, and more for a financially savvier you.

Building a Solid Financial Foundation

A House Divided

Bi-Weekly Payments
Meet Our Team
Vanessa Jilot, CFP®, CRPC®
Co-founder, Wealth Manager
Maureen Maguire, CFP®, AIF®
Co-founder, Wealth Manager
Jeff Stoffer, CFP®, CFA®
Wealth Manager
Gideon Cohn, CFP®
Wealth Manager
Candi Jones
Practice Manager
Andrea Jilot
Engagement Ambassador