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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.

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How We Help

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

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


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.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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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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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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Meet Our Team

Vanessa Jilot, CFP®, CRPC®

Co-founder, Wealth Manager

Maureen Maguire, CFP®, AIF®

Co-founder, Wealth Manager

Candi Jones

Practice Manager

Andrea Jilot

Engagement Ambassador

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