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
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.
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.

A House Divided

Countdown to College
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
Andrea Jilot
Engagement Ambassador
Candi Jones
Practice Manager