Is your financial plan structurally sound?

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  • Risk Management & Asset Protection
  • Tax & Income Planning
  • Estate & Legacy Planning
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  • Five Foundational Investment Principles
  • These five principles are foundational in helping you construct a portfolio you can stick with over time. It is worthwhile to point out that consistently following these principles is not easy. Investors can, and often do, get in their own way.

  • For as long as we’ve had a federal income tax (1913), Congress has used the tax law to encourage and discourage certain behaviors. One behavior that Congress has highly encouraged since 1917 is charitable giving. Many people know that charitable contributions can be used as an itemized deduction for federal income tax purposes, but what […]

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Why BluePrint

At BluePrint Wealth Alliance, we strive to understand your definition of financial freedom, your retirement lifestyle goal, and your family mission statement. We want to know how you define happiness, what concerns you have with your financial future, and what is important to you.

Understanding your foundation is the first step in building your financial BluePrint.

BluePrint Wealth Alliance, LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. We serve individuals, families and businesses across multiple generations. We are driven to deliver objective, efficient, and unbiased solutions to our clients with the desire to exceed expectations, account for future goals, and enhance quality of life. Our commitment is to the highest level of integrity, professionalism, and transparency to support open communication and ongoing client education.


Our Executive Team

the Investment Management Wall

FACT: If a portfolio with a 4% annual return reduced its fees by half of a percent, it would be over 10% larger 20 years later.

Our Process


Your path towards financial peace of mind starts with a cognitive analysis of your financial complexities, is reached through the implementation of your financial plan, and is maintained through the ongoing management of your financial elements.

The BluePrint Four Walls Planning Process is an easy-to-understand yet thorough analysis of your unique financial situation, which ultimately culminates with the creation of your personalized financial BluePrint. Each BluePrint is built upon a strong foundation and sets forth the results of our analysis and recommendations in the form of four distinct walls:

  • the Investment Management Wall
  • the Tax Management and Income Planning Wall
  • the Estate Planning Wall
  • the Risk Management and Asset Protection Wall

Through these walls, our team can address all the critical elements of a sounds financial plan, while presenting them in an accessible and actionable format.

Your BluePrint is built upon a strong foundation, and sets forth the results of our analysis, as well as our recommendations, in the form of four distinct walls.

Learn More about the Four Walls Planning Process


the Risk Management and Asset Protection Wall

FACT: As you approach retirement, the volatility of your portfolio and its annual return matters more than the contributions you are making. In retirement, the sequence of your annual returns matter more than the average.

Our Values

Our Investment Beliefs

The 21st century markets are more complicated than ever. And while technology has made more information available to the modern investor than ever before – and at lightning speed – it has also made it more difficult for investors to sift through the mounds of data to find accurate, relevant and actionable information that can help them make better investing decisions.

At BluePrint, we help you navigate today’s financial markets and cut through the noise by aggregating highly rated institutional quality research from a diverse array of sources and disciplines, including Fundamental, Technical, and Quantitative research approaches. By continuously analyzing, integrating and reevaluating this research, we aim to effectively construct multi-strategy portfolio solutions that are unbiased, evidence based, tax sensitive and cost conscious.

Our Wealth Managers employ many of the industry’s leading technologies to design, model and analyze custom portfolio recommendations that may help you minimize taxes and match your risk tolerance, liquidity and investment allocation needs Plus, you’ll always know what to expect from your portfolio thanks to your personalized Investment Blueprint, or Investment Policy Statement (IPS). Your Investment BluePrint will outline how your portfolio will be managed, what type of long-term return you can hope to see and how we would expect your portfolio to react in both good times and bad.

BluePrint Wealth Alliance has built over 50 unique strategies that can be used independently, or that can be blended together to create custom allocations designed to match your risk tolerance, liquidity, investment and tax goals.

Learn about our Investment Beliefs


The Tax Management and Income Planning Wall

FACT: You can possibly add years to your retirement income by looking not only at your investment allocation, but by making strategic choices about the accounts you use for each investment type.

Contact Us

Toll-Free: 800-894-5122
Fax: 800-894-5122
E-mail: [email protected]
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600 Old Country Rd.
Suite 305
Garden City, NY 11530
: 516-536-1615
: [email protected]

[email protected]

9300 S. Dadeland Blvd.
Suite 600
Miami, FL 33156
: 305-809-7642
: [email protected]

  [email protected]


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