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Jordan W

CFP®, Series 66

Ellicott City, MD

Blueprint Wealth Management Inc.

Jordan Wilson is a CFP® professional with 12 years of industry experience. He is currently with Blueprint Wealth Management Inc. in Ellicott City, MD, and has held registered representative roles at Steven M. Molesky and Associates and Kalos Capital since 2013. Blueprint Wealth Management serves individual and high-net-worth clients with integrated financial planning and discretionary investment management, emphasizing long-term, broadly diversified allocations implemented primarily through indexed mutual funds and ETFs.

Equity compensation tax strategy Business succession planning Charitable giving tax strategies Long-term care insurance
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