A complete list of active advisors currently associated with Blueprint Investments and Tax Planning
Warmer can help you find a great advisor at Blueprint Investments and Tax Planning or one who fits your needs even better.
BluePrint Investments and Tax Planning serves individuals, small businesses, trusts and charities, offering discretionary model portfolio management, comprehensive and hourly financial planning, and an advisory referral/solicitor service. The firm reported managing roughly $28.2 million in discretionary assets for about 193 clients and operates with a two‑advisor team. Investment management is delivered through goal‑driven model portfolios with asset‑allocation ranges from capital preservation to aggressive growth, and account supervision is guided by each client’s risk tolerance and tax considerations. The firm describes a top‑down quantitative and qualitative research process and discloses use of a wide range of instruments and strategies — including options, margin and short sales, leveraged and inverse ETPs, non‑listed REITs, BDCs and private placements — with routine monitoring and at least quarterly reviews. What distinguishes BluePrint from many peers is the combination of a small advisory team with a relatively large client base and an explicit focus on tax and cash‑flow analysis within its planning and portfolio discussions, reflected in the firm name and written planning modules. The brochure also notes that the firm may accept performance‑based fee arrangements for qualified clients and operates a referral relationship with independent RIAs; those business arrangements and the firm’s risk disclosures for complex products are described in the brochure.
To learn more about the advisors currently working at Blueprint Investments and Tax Planning, 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.
You can also browse Blueprint Investments and Tax Planning's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Incline Village, NV
| 8
| |
Hayward, CA
| 8
|
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