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We are dedicated to providing strategic wealth planning and management to individuals, families and business owners. Simply put, we strive to be our client’s most trusted advisor. We take pride in the long terms relationships we’ve established based on honesty, trust, and our dedication to the highest level of client service. This includes professionally supporting, educating and providing direction as well as collaborating with professionals from other fields to best serve our client’s needs, goals and values. Whether you have investment or insurance needs, we are here to help.

Contact us today.

Our Services

What We Do

The professionals at Blue Chip Financial specialize in portfolio management for individuals, families, businesses, foundations, endowments, retirement plan design and implementation, business and personal succession strategy, and insurance planning.

Individuals and Families

Since 1998 we have been assisting individuals and families build financial independence through strategic retirement planning, wealth management and comprehensive insurance strategies to protect them. We feel strongly that life full of obstacles; the key to financial confidence is through planning.

Business Owners

Whether you are starting a business or are contemplating succession or exit strategies, you need a trusted advisor who can help guide you through the process of preserving what you have worked so hard to build.

Steven B. Katz

Selecting a professional to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. My vision was to create a company that could offer its clients a single go-to advisor who proactively plans and coordinates all the different pieces of their financial lives. A company that prides itself on transparency, integrity and respect while providing proactive, objective advice designed with a goal to help our clients achieve financial confidence. This is what you can expect from Blue Chip Financial.