visiWealth is thrilled to partner with the 75+ advisor teams of Blue Trust working in 18 offices across the U.S. to serve 10,000+ clients and advise on more than $52 billion in assets under advisement!*

According to Chief Creative Officer, Dr. Ross Riskin, “We believe the academically sound and modern advisor-driven client-focused visuals we have created at visiWealth will enable the advisors and teams at Blue Trust to simplify the complex and deliver more engaging ‘just in time’ advice in a scalable manner to clients of all generations and from all walks of life.”

Partnering with Blue Trust creates a unique opportunity for the visiWealth team to gain additional insights into the pressing issues and timely planning opportunities diverse groups of clients are most concerned with and are interested in learning about, which can help in the development of new visual content. Blue Trust’s focus on helping individuals and families make wise financial decisions based on biblical principles to help them achieve clarity and confidence aligns well with what visiWealth is focused on – simplifying the complex – a process that is needed to increase understanding, boost confidence, and provide true clarity for others.

“visiWealth has created excellent content that illustrates complex concepts in a quick and easy way. When using only words, a client might struggle to understand what an advisor is trying to explain and less likely to agree with their recommendation. With a simple but compelling visual generated by visiWealth, there is a greater likelihood that the client will understand the concept better and ultimately implement their advice,” says Dr. Scott Garrett, Financial Planning Specialist at Blue Trust.

Learn more about Blue Trust and their extensive services at bluetrust.com.

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*As of 12/31/23