Will I still work with my BlueChip Advisor?
Yes! You will continue to work with the same team members from the BlueChip office in Milton. As we began discussions for a potential merger, it was extremely important that the entire BlueChip Team would stay on and become part of the BIP Wealth family.
What changes can I expect with this transition?
BlueChip has a new logo now and is A BIP Wealth Company. The current standard of care and personal touch you are used to receiving won't change at all. As part of the BIP Wealth family now, you will benefit from the expanded resources we offer to all of our clients.
What does an ongoing relationship with BIP look like?
You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is engineered to perform for you.
