A complete list of active advisors currently associated with Bluepoint Wealth Advisors

Warmer can help you find a great advisor at Bluepoint Wealth Advisors or one who fits your needs even better.

Bluepoint Wealth Advisors provides wealth management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. Services include discretionary investment management integrated with ongoing financial planning, plus limited-scope standalone planning engagements for clients seeking targeted advice. The firm’s investment approach emphasizes personalized strategies grounded in Modern Portfolio Theory and fundamental analysis, with portfolios constructed from a mix of passive and active funds and an asset-allocation framework or investment policy statement. BWA incorporates tax-aware planning considerations, reviews employer benefits, and coordinates with clients’ tax and estate professionals while executing client trades through recommended custodians. A statistically uncommon feature for firms of this type is that BWA offers educational seminars and speaking engagements for groups, in addition to its client advisory work. The firm also documents short-term, defined standalone planning engagements and sometimes implements strategies using a Nationwide annuity platform, while managing a relatively small client roster that supports individualized, case-by-case service.

To learn more about the advisors currently working at Bluepoint Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Stein	Huntington Beach, CA	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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