Creating Meaningful Financial Strategies For Exceptional Individuals and Families
Working with a BlueChip wealth advisor can be a transformational experience. With decades of financial experience, we will customize a meaningful wealth management plan with investment strategies to help you achieve your financial goals. Our process is designed to help grow, protect and distribute your wealth in a tax-efficient manner.
Competently Offering Guidance Since 2007
From those who have achieved financial affluence to those who are forging their net worth, and to business owners with additional financial complexities, our planning process is competent and efficient, because we know your time is valuable.
We are dedicated to helping you build and maintain wealth, knowledge and confidence in your financial success. You work hard for your assets, we’ll help monitor them so you can enjoy your time with your family and friends.
A Firm Built on the Foundation Of Competency, Trustworthiness and a Commitment to Our Clients
blue-chip
/ˌblo͞oˈCHip/
of the highest quality.
The Story of BlueChip
Since 2007 we have built our reputation and focused our efforts on becoming one of the premier, ‘blue chip’ wealth advisory firms in the southeast.
Chosen not only because it embraces the competencies of all of our professionals but as a tribute to family and clients who have served our country. Michael Ashworth, USMC, Lt. Col. Retired, served in the Vietnam War, flying over 300 missions in a single man, A4 Skyhawk. While in Vietnam he earned the Navy’s Distinguished Flying Cross and was given the call sign ‘Blue Chip’. He was a later an instructor at the famous Top Gun school for Navy Fighter pilots in California. BlueChip represents professionalism, competency, trustworthiness, a calm demeanor in stressful times, precise decision making, and a willingness to fly into the face of conventional wisdom. Michael Ashworth passed away July 2020 at the age of 76.
Committed to Providing Excellent Service and Investment Advice In Your Best Interest
Casey Dominic Sullivan left this world June 17, 2021 quickly and unexpectedly, leaving behind his wife, Angel and their two sons, Christian and Liam, his brother Chuck, sister Nancy and his goddaughter Caitlin, his mother Kay, his beloved German Shepards, Porsche and Gunner - and a host of extended family members who will miss him deeply. Casey died a loved and important man. He was known as a man of service for his family and fellow man. He was a man of unshakable conviction and of integrity and honor - which is becoming increasingly rare, but not before passing down these qualities to his sons.
Born in Youngstown, Ohio on November 21, 1962 and raised a Texan in Houston, he grew up wearing jeans and boots and embracing his life in Texas. He went on to graduate from his beloved Texas AandM with a business degree. Later Casey met his wife Angel in Texas where they married and had their sons. Convincing him to move to Georgia was a tough sell because it meant leaving Texas - but a lot of good things came next. The move sparked a new career in financial planning. He and his family moved to East Cobb and were embraced in the community where his sons made lifelong beautiful friends and went on to graduate from Walton High School. He met and partnered with Marcus Ashworth, starting their own successful wealth management firm. Casey did what he always did in life - became the best. He was highlighted throughout his career in several publications as a top Atlanta wealth manager as well one of America's top financial planners.
More importantly, what people knew about Casey as a person was his deep love and passion for his family and friends, community and country. Casey was a true patriot and an incredible dad, and was active in his sons' lives - volunteering in the Boy Scouts of America, Walton Football Touchdown Club, Princeton Football Association, Lacrosse and basketball sideline score keeper and whatever else they needed. He lived for his family and helped build memories for his family that will last a lifetime - trips to Alaska, the Tetons, Yellowstone, Hawaii, white water rafting and zip lining, tropical vacations and ski trips. Angel spent a lot of time trying to keep up with the boys. He and his wife, Angel, loved to travel, and made trips to Eastern Europe, Italy, and all throughout the Caribbean islands and the United States. He and his sons, Christian and Liam, helped convert Angel to be a big fan of adventure, football, basketball and Lacrosse and they made countless trips as a family to lacrosse tournaments across the country and football games in Princeton.
Casey, a lifelong learner, an experienced motorcyclist and a grill aficionado, was larger than life. On any given weekend, he would throw on a Hawaiian shirt and apron, host friends for barbecues and introduce them to good whiskey. He was known for his generosity and genuine interest in peoples' lives, making friends everywhere he went and making people feel important to him. He could be tough and direct but he was always honest. He was a deeply spiritual man without being religious, he was a man of great curiosity and he was a driving force in so many people's lives. It only took meeting him one time to remember him for a lifetime. He will be missed.
Casey, "May the road rise up to meet you.
May the wind be always at your back.
May the sun shine warm upon your face;
the rains fall soft upon your fields and until we meet again,
may God hold you in the palm of His hand."(Irish blessing)
Marcus is a co-founder and managing partner at BlueChip Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others.
Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond broker, where he learned the importance of dividends. He went on to work at A.G. Edwards, where he built his clientele based on knowledge, expertise and a reputation for offering high-quality fixed-income products. After several successful years at A.G. Edwards, Marcus was offered the opportunity to become the senior vice president of the Private Client Group with Morgan Keegan. In 2007, Marcus co-founded Ashworth Sullivan Wealth Management Group with Casey Sullivan and has since largely built the business from referrals based on a reputation of ethics, trustworthiness, knowledge and competency.
Marcus' professional designations include his CERTIFIED FINANCIAL PLANNING™️(CFP®) designation from Oglethorpe University in Atlanta in 2004. He also earned the Accredited Investment Fiduciary in 2011 (AIF®). Marcus graduated with a BS degree from Valdosta State University, and also went on to earn an MBA with an emphasis in portfolio management from Mercer University, in Atlanta. He has successfully passed the following industry examinations: Series 6, 7, 63, SIE and 24 and is also a member of the Financial Planning Association.
When Marcus isn't focused on managing clients portfolios and financial plans he enjoys mountain biking with his sons, hiking & camping with family and friends, as well as farming & hunting on the family's land in Middle Georgia. He is happily married to his college sweetheart, Leigh, and together enjoy the challenges of raising their four active, wonderful teenage children, Anna, William, James an Andrew. Marcus has been a volunteer 5th & 6th grade football coach for 4 years at the kids school, served as Finance Committee Chairman at the family's church, Birmingham United Methodist Church in Milton, and served as a National Board of Director for the FCA-Outdoors chapter.
Within her role at BlueChip, Jessica takes pride in working directly with clients, conducting compliance reviews, training employees and vendor management. She believes that successful financial planning requires a certain “recipe” that calls for the desire to help others, along with a mixture of compassion, financial aptitude, organization and technology. Jessica possesses each of those skills and feels a duty to utilize them when helping others.
In 2002, Jessica began her career in the banking industry while simultaneously working her way through college. She graduated from Kennesaw State University with a bachelor’s degree in finance in 2006 and went on to utilize her education by joining Ashworth Sullivan Wealth Advisors in 2011. Jessica holds Series 6, 7, 63, 65 and 24 licenses and also received the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.
Outside of the office, Jessica enjoys sharing meals with family and friends and going to outdoor concerts. She also can be found working on house projects or spending time with her two cats, Charlie and Josie.
Beau is an Atlanta native that attended the University of Georgia where he earned a business degree in Risk Management and Insurance. He has over 25 years of experience as a financial advisor helping clients and their families make objective decisions when it matters most- planning for retirement, paying for college, passing assets on to the next generation and more.
The financial crisis of 2008 was a turning point in Beau’s career. The crisis led Beau to look at independent custodians like Charles Schwab that were not impacted by the financial crisis and only worked with Registered Investment Advisors (RIAs). RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interest. Beau believes that the independent RIA platform provides him and his clients with the most flexibility to look for the best long-term solutions by creating a transparent, fee-only wealth management program.
Beau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as a Certified Investment Management Analyst (CIMA®)
Beau lives in Atlanta with his wife Shawn and their two teenage kids, Hunter (16) and Holland (14). When he is not working or attending one of his kids sporting events you are likely to find him on a pond or north Georgia river fishing!
CFP® – HELD TO A FIDUCIARY STANDARD OF CARE AND EXCELLENCE
The Certified Financial PlannerTM (CFP®) certification recognizes only those individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
CIMA® – A NEW STANDARD FOR INVESTMENT ADVICE
Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Beau earned the CIMA® designation after extensive graduate-level coursework at The Wharton School of the University of Pennsylvania.
As a wealth advisor, Mitch listens to gain a deep understanding of each client’s values and goals. He then seeks to organize, simplify and guide them to financial independence.
An Athens native, Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years experience in the financial services industry, with much of that time focused on alternative investments.
Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care insurance.
Mitch lives in Milton with his wife, Chris, and their three children. They attend the Parish Anglican Church and enjoy reading, hiking, swimming and cooking out. A third generation Georgia Bulldog, he is also a huge fan of college football.
The Certified Financial PlannerTM (CFP®) certification recognizes individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The CFP® certification requires extensive initial and ongoing education in investment planning, retirement planning, liability management, estate planning, and insurance and risk planning. Credential holders must also abide by the CFP Board's Code of Ethics and Professional Responsibility, including the requirement to act in each client's best interest.
Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Mitch earned the CIMA® designation after extensive graduate-level coursework at The Chicago Booth School of Business. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethics, education, and examination requirements for investment management consulting, including advanced investment management theory and application.
Scott is a Senior Partner at Blue Chip Wealth Advisors and has over 26 years experience of managing client portfolios and helping client’s achieve their financial goals. Scott enjoys the close, long term relationships he has built with his clients and takes pride in educating his clients through their journey together.
Scott offers his select group of clients a variety of customized investment portfolio options. Among his favorite investment offerings, he frequently recommends an exclusive income producing strategy, focusing on client risk / reward. Prior to Blue Chip Wealth Advisors and Arkadios Capital, Scott spent most of his early investment career at Wachovia Securities and later Merrill Lynch, where he was a Chairman’s Club level Advisor.
Scott holds an AAMSTM (Accredited Asset Management Specialist) designation and graduated from Lehigh University with a degree in International Business. He holds a series 7, 63, 65 and life & health insurance licenses. Scott is currently licensed in the states: GA, FL, SC, NC, PA, NH, MI, TX and CA.
When Scott isn’t in the office he enjoys spending time at Lake Hartwell with his family and friends. He also enjoys local college sports teams, being a season ticket holder of UGA football and Georgia Tech basketball. Scott is married to his wife of 23 years, Suzi, who he met in college at Lehigh. They have three daughters, ranging from their oldest, Taylor – a sophomore at UGA, Brooke – a senior at Milton High School and Kadyn – an 8th grader at Rivers Academy.
Scott is not registered through Triad Advisors. Scott is registered to through Arkadios Capital. Securities & advisory services offered through Arkadios Capital Member FINRA/SIPC. Triad Advisors and Arkadios are not affiliated. BlueChip Wealth Advisors and Arkadios Capital are not affiliated.
Vanessa Patterson joined BlueChip Wealth Advisors in May of 2021 as a Financial Planning Associate. After graduating with a bachelor’s degree in finance and management from the Darla Moore School of Business at the University of South Carolina in 2000, she began her career with a hedge fund based in New York City before moving to Atlanta in 2002 where she has resided ever since. She brings 15+ years of experience in operations, sales, and analysis from the brokerage, retail banking, and real estate industries to the team. She has worked with large corporations such as Wachovia Bank and Securities, American Express, Keller Williams, and Coldwell Banker, as well as smaller firms, bringing a vast skill set to BlueChip Wealth advisors where she aims to become another asset to the company. Vanessa is extremely passionate about proactively planning for the future and believes consistency, competency, open communication, and solid relationships are all key elements in assisting clients in attaining their financial goals.
Away from the office, Vanessa enjoys spending time with her 3 children, playing tennis, taking Barre classes, and spending as much time outdoors as possible. She is also an avid cook, enthusiastic traveler, and amateur photographer.
Emily Archer joined BlueChip Wealth Advisors in May 2022 as a Financial Planning Associate. She graduated from Kennesaw State University with a bachelor’s degree in International Affairs: Business, Economics, and Policy in 2007, and went on to earn her MBA with a focus on Organizational Management from Georgia State University in 2012. She has 15 years of experience in project and program management with non-profit educational membership associations. During that time, she worked extensively with executives from boutique to Fortune 500 firms. Emily specializes in process design, operational efficiencies, business planning, and regulatory compliance.
Outside of the office, Emily is an active volunteer for an animal rescue group and has one cat. She enjoys hiking, biking, and antiquing with her husband, Cameron.
Sharon Jones joined Ashworth Sullivan Wealth Advisors in 2020 as a Compliance Consultant. Sharon has over 22 years of financial services experience in FINRA, SEC, and MSRB compliance. During her tenure in the financial services industry, Sharon has worked for various broker/dealers in roles such as CCO, FINOP, Options Principal, & Municipal and Investment Banking roles. Sharon also has valuable experience with regulators by working for the FINRA Atlanta Office where she conducted routine examinations on broker-dealers, and acted as a liaison between FINRA and broker-dealers by assisting them in compliance rules and regulations. For the last 15 years, Sharon has been servicing broker/dealers and Registered Investment Advisors in helping them with the design and implementation of their compliance and supervisory programs. While in these roles, she assisted firms with their procedures, processes, operational controls and prepared them for routine examinations and assisted with regulatory inquiries. Sharon’s passion is to really help broker/dealers and investment advisors understand regulations and design processes and controls to ensure compliance. She enjoys spending time with each person in the Firm to ensure they understand their roles and responsibilities and what is required from a compliance perspective.
Sharon graduated from Georgia Southern University with a degree in Business Administration with an emphasis on Investment & Commercial Banking. She resides in Suwanee, Georgia with her husband, two kids, dog named Magic and three cats. In her spare time, she enjoys running, CrossFit, playing tennis and spending time with her kids.
Sharon Jones and Triad Advisors are not affiliated.
Exceptional Service
The size of our firm allows us to establish trust by demonstrating empathy, sensitivity and commitment to your well-being. We develop personalized relationships to ensure there’s a good fit for our partnership in the long run. We strive for exceptionalism in client service.
Professionalism
To be a professional, our team members must be competent, trustworthy, dependable and grow through continuous learning and engagement with others in our profession. Many of our advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and we proudly hold ourselves to its high standards of competency and ethics.
Collaboration
We believe it is vital to listen and communicate clearly so we can provide effective guidance and present technical information that is relevant and meaningful for our clients.
Our History
1997
Marcus Ashworth begins his career with Wall Street headquartered bond firm in Atlanta, GA
2000
Marcus joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keenan
2004
Casey Joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keegan
Marcus and Casey form a partnership within the Private Client Group
2007
Ashworth Sullivan Wealth Management Group, LLC opens as an independent practice
2011-2018
Firm awarded:
‘Atlanta’s Top Wealth Managers’ by Atlanta Business Chronicle
‘Guide to America’s Top Financial Planners’ by Consumers Research Council of America
‘Top Wealth Managers in Atlanta’ by Atlanta Magazine
‘America's Top Financial Planners’ by Consumers Research Council of America
‘Top Wealth Managers of Atlanta’ by Atlanta Magazine
‘1st Runner Up for Best Financial Planner North Atlanta’ by Appen Newspapers
2020
Ashworth Sullivan Wealth Management Group changes name to Ashworth Sullivan Wealth Advisors
2021
Ashworth Sullivan Wealth Advisors changes name to BlueChip Wealth Advisors
Personalized Strategies Built For
Business Owners
Affluent Individuals and Families
Individuals Working Toward Affluence
Partnering With You to Address Your Entire Financial Picture
As a business owner or an individual of high-net-worth, you’ve worked hard to earn your wealth. As such, you may have found that managing your wealth has become a burden you’d like to delegate. We’re dedicated to providing active management and advice on how to address your wealth and invest with confidence.
Through wealth management and fiduciary consulting, we’re dedicated to providing services that address your needs first. Our team works in your best interest and is focused on developing solutions that benefit both you and your loved ones.
We serve individuals and businesses in all areas of wealth management, including:
To identify and reach your financial goals you need a plan, not simply an investment portfolio. We’ll look at your assets, liabilities, cash flows, insurance, taxes and more. Then, we will develop and stress test a plan that works for you.
We work with you to develop and implement your goals for the protection, distribution and management of your assets during life and after death, including multi-generational wealth transfer and charitable desires, all in the most tax-efficient manner. This includes plans for collectibles and hard assets you may not want your family to deal with.
You’ve saved enough for 15 to 30 years of retirement but you need a plan to maximize and protect those assets for as long as possible while providing you the income you need to maintain your standard of living. You’ve got this far, don’t go it alone now, enjoy life instead.
As a business owner, your time is better spent running your business and planning for the future. We have experience and can help business owners with planning and implementing mergers and acquisitions, valuations and exit strategies, buy-sell agreements, succession planning and qualified retirement plans.
You earned a compensation package that rewards you with many benefits. How do you optimize your stock options, concentrated stock positions, HSA, deferred compensation and net unrealized appreciation? We can help.
Based on your current circumstances and your goals, we will design a portfolio that matches your tolerance for risk and desire for growth or income. We will also recommend appropriate alternative investments to diversify away from traditional stock and bond portfolios.
What It’s Like Working With BlueChip Wealth Advisors
As a unique individual, your financial plan should address your unique situation. We listen to you and strive to understand your concerns and relate to your experiences. We’re dedicated to the success of you and your family and strive to increase your return on life not just instead of only those of your investments.
The first meeting is where we get to know each other. We’ll discuss your goals and expectations, our firm and our capabilities. We want to make sure we’re a good match for each other and discuss what services may be appropriate for you.
This is an in-depth meeting where we gather the details of your financial picture to begin assembling the package of financial services we discussed in the initial meeting. We’ll discuss your goals on a deeper level, learn about your family, risk tolerance, wants and needs.
Next, we evaluate your financial information and create a strategy to best aid you in achieving your goals. This could be as simple as an updated investment proposal or as complex as a comprehensive financial plan addressing cash flow, insurance, taxes, estate, retirement and investments.
Once the financial analysis and plan are complete, you and your financial advisor will meet to discuss and agree on an implementation plan and timeline.
As a client of BlueChip, we’ll work with you to implement and monitor your plan and investment portfolio. We make recommendations for adjusting your wealth management plan should your situation change, ensuring that it continually supports your goals and lifestyle.
Take the First Step Towards Protecting and Growing Your Wealth
Check out the video below to see how working with a Financial Advisor at BCWA can help you stay organized in your life.
Let’s Build a Meaningful Partnership
Located in Alpharetta, Georgia, we work with clients throughout North Georgia and the Southeast. We’re happy to work with you in person, over the phone or virtually, depending on your preference. Give us a call or fill out the form below to begin our conversation today.
Casey Sullivan, CFP®
Marcus Ashworth, CFP®, MBA
Jessica Vickery, FPQP™
Mitch Smith, CFP®, CIMA®
Scott McQuilken, AAMSTM
Vanessa Patterson
Exceptional Service
Professionalism
Collaboration
