Blue Pearl Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Jon Pearlstein

Jon Pearlstein

CRPC, RICP®, APMA®

Private Wealth Advisor

Managing Director of Blue Pearl Wealth Management
Visit Jon Pearlstein's website
Advisor photo for Matthew Boltz

Matthew Boltz

APMA®

Financial Advisor

Managing Partner of Blue Pearl Wealth Management
Visit Matthew Boltz's website
Advisor photo for Walter Hrab

Walter Hrab

BFA, AAMS®, AWMA®, ChFC®, RICP®, CRPC, CMFA®

Financial Advisor

Managing Director of Blue Pearl Wealth Management
Visit Walter Hrab's website
Advisor photo for Andy Leedom

Andy Leedom

Financial Advisor

Visit Andy Leedom's website
Advisor photo for Kevin Henneman

Kevin Henneman

Financial Advisor

Financial Planning Specialist
Visit Kevin Henneman's website
Advisor photo for Tres Priddy

Tres Priddy

Financial Advisor

Visit Tres Priddy's website
Advisor photo for Margaux Hrab

Margaux Hrab

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Margaux Hrab's website
Advisor photo for Grant Talbot

Grant Talbot

APMA®

Associate Financial Advisor

Visit Grant Talbot's website


Team

Sukhmani Kaur

Sukhmani Kaur

Intern

Carolyn McNeirney

Carolyn McNeirney

Practice Manager

Marian Hrab

Marian Hrab

Operations Director

Michele Pearlstein

Michele Pearlstein

Marketing Coordinator,

Business Development Specialist