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  • Risk Management & Asset Protection
  • Tax & Income Planning
  • Estate & Legacy Planning
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  • 5 Ways to Avoid the Time and Expense of Probate
  • Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none are able to escape its grasp. Whenever that time comes, your “stuff,” including your financial assets, generally live on, and are still essentially yours until they are legally transferred to another person or entity. That transference […]

  • MESSAGE FROM THE CIO : WELCOMING 2017
  • HAPPY NEW YEAR & WELCOME 2017! First of all, we want to thank you for your trust and confidence in our firm. Heading into 2017 BluePrint Wealth Alliance is poised to reach over $100 million in assets under management and it would not be possible if not for each and every one of our fantastic […]


 
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We Stand By Our Commitment to You

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 which 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

THE BLUEPRINT FOUR WALLS PLANNING 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 can 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 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: info@bpwalliance.com
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600 Old Country Rd.
Suite 305
Garden City, NY 11530
: 516-536-1615

Local: 516-536-1615
Fax: 800-894-5122

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

Local: 305-809-7642
Fax: 855-367-1700

 

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