Blue Pearl Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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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

Managing Partner of Blue Pearl Wealth Management
Visit Matthew Boltz's website

Andy Leedom

Financial Advisor

Visit Andy Leedom'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