Blue Shield Wealth Management

FBINAA Contact

Benjamin Kapusta
Chief Executive Officer
1.954.290.6433
ben@blueshieldwealth.com

Thomas Montellanico
Director
NA Session 286
1.954.303.7698
tom@blueshieldwealth.com

For Information
1.954.290.6433
info@blueshieldwealth.com

About Blue Shield Wealth Management

Blue Shield Wealth Management is a fiduciary wealth advisory firm dedicated exclusively to serving current and retired law enforcement officers. Staffed entirely by professionals with law enforcement backgrounds, the firm delivers disciplined, institution-quality wealth management and comprehensive financial planning tailored to the unique needs of the public-safety community. Services include retirement planning, strategic tax optimization, estate and legacy planning, tax-efficient wealth transfer, risk management, cash-flow and insurance analysis, and customized investment portfolios with ongoing performance review and rebalancing. Committed to transparency and fiduciary duty, Blue Shield partners with clients to preserve capital, optimize tax outcomes, and pursue long-term financial independence.

“Empowering Your Financial future with Personalized Wealth Strategies."