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How We Help

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Financial Advisors Who Help You Make an Impact

We’re an independent advisory firm that’s committed to working with investors like you—people whose deepest values drive their actions and financial choices. You appreciate the potential for attractive performance coupled with positive results. We can help. We have the experience and passion to help you make a difference.

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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.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Meet Our Team

Vanessa Jilot, CFP®, CRPC®

Co-founder, Wealth Manager

Maureen Maguire, CFP®, AIF®

Co-founder, Wealth Manager

Gideon Cohn, CFP®

Wealth Manager

Andrea Jilot

Engagement Ambassador

Candi Jones

Practice Manager

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