BlueSkye Investment Advisors
Our history
In 2010, amid one of the most challenging global economic climates, the founders of BlueSkye drafted a visionary business plan for a wealth management company designed to be strategically unique and meet the complex needs of high-net-worth investors. Founder D.W. Lawrence believed that the firm should cultivate an entrepreneurial culture with best-in-class advisors dedicated to fostering transparent client relationships.
Lawrence envisioned the next-generation wealth management firm operating more like a low-fee private trust company, rather than a traditional investment firm. During BlueSkye’s formative planning phase, he recognized that high-net-worth, tech-savvy clients expected teams of professionals with expertise spanning diverse fields, including investment, business, and estate planning. The rationale was clear: investment professionals should collaborate with clients' accountants and attorneys to ensure all key stakeholders contribute to the clients' long-term success. Moreover, this approach addressed what Lawrence saw as a critical gap in the industry—accountability.
It didn’t take long for other seasoned professionals to share his vision for a holistic approach to estate planning and investment services, prompting them to join the firm. By mid-2012, BlueSkye had assembled a highly skilled team of industry experts capable of supporting the firm’s global mission and providing specialized knowledge in areas such as venture capital, managed futures, commodities, private equity, hedge funds, real estate, and global equity investing. With a robust, integrated technology infrastructure, BlueSkye quickly distinguished itself as one of the most unique wealth management firms catering to high-net-worth investors.
By 2024, what began as a simple planning session in a living room had evolved into a forward-thinking firm dedicated to collaborative planning across multiple industries.
strategy
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