Building Wealth and Earning Trust
The Blue Ridge Group offers a team approach to providing comprehensive wealth management services including financial, retirement, estate planning and asset management for individuals, business owners, corporations, foundations, trusts and endowments.
We are financial problem solvers and know our clients’ investment interests and their needs. In an industry where the size of the financial institution is often a substitute for the quality of advice and service, the Blue Ridge Group offers sound and prudent investment advice.
We get to know our clients well for one important reason—the things that matter the most today help shape tomorrow. Wealth management is about so much more than money, it’s about personal goals, choices, and milestones that profoundly affect all aspects of your life, as well as the lives of those closest to you.
The Blue Ridge Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, Colorado, Florida, Idaho, Indiana, Louisiana, Maryland, Montana, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, and West Virginia. Additionally, Gus Paulette is registered in Louisiana and New Hampshire. They are licensed to offer insurance and annuity products as follows: Anne McVeigh is licensed in Florida, North Carolina and Virginia; Gus Paulette is licensed in Virginia; Jason Alford is licensed in Virginia.