Blueprint Wealth Management

Blueprint Wealth Management is an SEC-registered independent advisory firm that provides discretionary investment and portfolio management services to individuals and high-net-worth individuals, managing $138,431,859 on a discretionary basis across roughly 106 client accounts. The firm offers a consistent suite of portfolio management services to all clients and accommodates client-imposed restrictions on securities or types of investments.

The firm’s investment process emphasizes fundamental analysis and uses a mix of long-term and short-term trading strategies, with allocations across mutual funds, equities, fixed income, ETFs, hedge funds, REITs and private placements to match clients’ income, tax, time horizon and risk tolerance. Portfolios are managed on a discretionary basis under a limited power of attorney; the firm conducts quarterly reviews, may aggregate (block) trades across accounts, and relies on custodian reporting for client statements.

Notable features include operating as a solo-advisor practice with no additional staff while overseeing a seven-figure discretionary asset base, a scale that is uncommon for single-advisor firms. The managing member is also licensed to sell insurance in multiple states and may receive customary commissions for insurance products, with a written policy to disclose such compensation and to avoid charging both a commission and an advisory fee on the same assets.