A complete list of active advisors currently associated with BluePrint Private Wealth Management LLC

Warmer can help you find a great advisor at BluePrint Private Wealth Management LLC or one who fits your needs even better.

BluePrint Private Wealth Management is an independent investment advisory firm that serves primarily individual clients, managing roughly $95 million across about 60 client relationships. The firm offers both discretionary and non‑discretionary portfolio management alongside ongoing financial planning and consulting services. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and may draw on fundamental analysis, technical analysis and charting; clients’ objectives and any investment restrictions are documented in client files. The firm performs periodic portfolio reviews (at least quarterly), monitors for rebalancing and tax‑loss harvesting opportunities, and delivers written recommendations with regular follow‑up meetings. Noteworthy aspects include a two‑member ownership structure in which one principal holds CFP certification and acts as the chief compliance officer while the other owner maintains an active clinical pharmacy career, an outside business activity disclosed in the brochure. The firm also discloses that it does not accept third‑party sales compensation, does not sponsor wrap fee programs, and does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at BluePrint Private Wealth Management LLC, 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.