Busy building a great life?
We see you:
Dedicated to your career and family
Working late nights, early mornings, excelling in your field
Lacking energy to untangle your finances alone
Wanting a partner who makes YOUR goals their priority
Testimonials
What makes us different?
What our clients say
Want to make your biggest moves without second-guessing?
It all starts with a casual conversation – click the button below to pick a time to chat
Hi, we’re Justin & Mark
We believe that beyond portfolio performance and financial data…
Genuine, life-changing guidance comes from understanding:
Who you are
What drives you
How you define success
Now, after 20+ years, we couldn’t imagine doing anything else.
Justin C. Littlefield, CFP®, CPWA®, AIF®
Private Wealth Advisor & Co-founder
Justin is a Massachusetts-based Certified Private Wealth Advisor® who advises a select group of executives and business leaders across the country. He takes a deeply personal approach, guiding clients through their most meaningful financial and life decisions with clarity and confidence. He began his career after attending Dartmouth College, an experience that helped shape the thoughtful, down-to-earth style he brings to his work.
In his free time, Justin enjoys golfing and skiing in Vermont with his family.
Mark E. Pelletier
Private Wealth Advisor & Co-founder
Mark has spent over 25 years helping clients and their families thrive. He gets genuine fulfillment from helping people understand what to do, and why it matters.
Mark lives in Massachusetts with his wife and two daughters. In his free time, he enjoys skiing, running, participating in triathlons, and coaching his daughters’ sports teams.
Jackson Harrigan, CAIA
Portfolio Analyst and Financial Advisor
Jackson joined Bluebird Private Wealth in 2024 as a portfolio analyst and financial advisor. He is a CAIA charterholder with Series 7, 63, and 65 licenses and holds a Master of Finance from UMass Amherst and a B.S. in Finance from Bryant University, where he played college baseball. He enjoys spending summer weekends on Cape Cod with family and friends.
Joanna Brochu
Executive Assistant
Joanna brings a well-rounded background to her role as executive assistant to Justin Littlefield, where she handles scheduling and acts as a primary liaison for clients. Over more than two decades, her career has spanned executive support, human resources, and vendor management. Outside the office, she can be found on a hiking trail, at a local coffee shop, or on the lookout for hidden gems at antique shops.
Bethany Roche
Executive Coordinator
Bethany joined Bluebird Private Wealth in 2024 as an Executive Coordinator. She holds a Master of Business Administration in Financial Planning from the College of Our Lady of the Elms and a B.S. in Finance from UMass Amherst. Additionally, she holds her Series 7 license. Outside of work, she enjoys traveling and spending time with her dog, Harley.
Stacy Latham
Executive Assistant
Stacy is the executive assistant to Mark Pelletier, assisting in scheduling and the coordination of client-facing services. She has a strong background in administrative leadership and executive support and holds a Master of Education from Worcester State University. Personally, she enjoys spending time with her family and two dogs, Ginger and Buster.
Dory Boland
Operations Associate
Dory supports the firm’s day-to-day operations to ensure a seamless client experience. She brings a strong business background from her decade as a licensed real estate professional, helping clients buy and sell homes in the MetroWest area. Dory holds a BS in Business from the University of Vermont. She lives in Concord with her husband and two children, and enjoys running, reading, and traveling.
Make your next big move — no second-guessing
It all starts with a casual conversation – click the button below to pick a time to chat
