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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
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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Curated articles, videos, and more for a financially savvier you.
Vanessa Jilot, CFP®, CRPC®
Co-founder, Wealth Manager
Maureen Maguire, CFP®, AIF®
Jeff Stoffer, CFP®, CFA®