Blue Pearl Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Blue Pearl Wealth Management
Team photo for Blue Pearl Wealth Management

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Advisors

Jon Pearlstein

CRPC, RICP®, APMA

Private Wealth Advisor

Managing Director of Blue Pearl Wealth Management
Visit Jon Pearlstein's website

Matthew Boltz

Financial Advisor

Visit Matthew Boltz's website

Kevin Henneman

Financial Advisor

Financial Planning Specialist
Visit Kevin Henneman's website

Grant Talbot

APMA

Associate Financial Advisor

Visit Grant Talbot's website


Team

Carolyn McNeirney

Carolyn McNeirney

Practice Manager