Contact Us

Your feedback, comments and questions help us serve you better. Please let us know how we can help. Complete the form and a Blue Vault team member will be in touch with you. You may also contact us at:

Email: info@bluevaultpartners.com

Phone: 877-256-2304

Mailing Address: 407 East Maple Street, Suite 305, Cumming, GA 30040

Contact Us Form

Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.