Inspiring financial health and well-being through clarity, purpose, and empowerment
Inspiring financial health and
well-being through clarity, purpose,
and empowerment
People often ask, “What’s a Blue Zone and what does it have to do with financial advice?” The idea for Blue Zone Wealth Advisors came to Founder Judith Lu while on a trip to the rainforest in Costa Rica.
Coined by National Geographic, Blue Zones are unique communities around the world with more centenarians (a person who has reached the age of 100 years old) than anywhere else on the planet. People living in Blue Zones not only live longer, healthier lives, but also live free of stress and disease. This well-being and longevity is not necessarily due to inherited DNA or a specific diet. Rather, it is the result of intentional lifestyle choices made and shared by these communities. This concept of making intentional lifestyle choices, resulting in happiness, fulfillment, and longevity, is the premise of Blue Zone Wealth Advisors. Our purpose is to translate these principles into the longevity and well-being of your family’s financial life.
We built our firm to embody these principles.
Investing is different for each person. Having a sense of purpose about wealth and what is most important to you provides for clarity and longevity. We believe when your investment portfolio has a sense of purpose, whether it’s to meet a specific financial goal, create positive impact through investing, or provide a legacy for your loved ones, it results in alignment with your personal values and a genuine feeling of well-being.
You have worked hard to build your wealth. Our job is to help you preserve it, grow it, and make sure it lasts. One of the keys to sustainable financial health is detailed cash flow planning in concert with your asset allocation and investment strategy. We use multi-generational estate planning to ensure the longevity of your legacy. We believe the best way to predict the future is to create it.
We make intentional decisions about the food we eat and the lifestyles we adopt. What if you were to approach your financial life with a similar healthy mindset? There’s no rule that says you have to think about your finances in a disjointed way from the rest of your life. We bring simplicity and transparency to your financial life to help you make intentional decisions that result in a true sense of ease and well-being.
We all need connection. The most basic and powerful way we connect with one another is to listen. We have built a team around you that works closely in concert with your other advisors (accountant, bookkeeper, attorney, insurance agent). Your Blue Zone client portal keeps all aspects of your financial life connected and at your fingertips.
Blue Zone Wealth Advisors combines the intelligence of various financial disciplines under one roof to offer family office services to our clients. For sustainable growth, any great enterprise requires awareness about who they are and what they value, a team with connectivity and integrity and a plan for execution. We believe your financial life should be managed the same way.