Where do you see

Your future self?

Knowing you’ve made good financial choices?

About us

A great foundation begins with a great plan.

We think the “why” of investing has always been just as important as the “how.”


That’s why your financial goals deserve the attention and rigor of our Four Walls Planning process.

Our One Objective

To help you pursue your goal, is the reason we deliver every wealth management client a plan at our cost.

Download our free guide

Ten Investment Pitfalls: Tips for Guiding High-Net-Worth Investors

Managing your investments doesn't need to be complicated. You just need to be able to recognize and avoid ten common mistakes that can be hazardous to your wealth.

why BluePrint Wealth Alliance?

Four Walls Planning

Advice You Can Understand

Straightforward Fees

You are looking for us to advise you on all dimensions of your money, and to help you build a personalized financial plan. In our experience, completing such a plan, one that considers your unique needs and personal aspirations, is the only way for us to help you pursue your goals with confidence.

Upcoming Events

5
Nov

10 Ways to Lower Your Investment Risk

7:00 pm - 9:00 pm |
Garden City, New York

With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn. Thankfully, by incorporating a variety of strategies into their planning, savers can significantly minimize exposure to a variety of potentially damaging risks. In this course, you will learn 10 key concepts used by professional investors, money managers, and other financial professionals to reduce risk.

More Detail »
7
Nov

Savvy IRA Planning

7:00 pm - 10:00 pm |
Garden City, New York

In this course you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets by putting less in Uncle Sam’s.

More Detail »
12
Nov

Ten Steps to Lower Taxes in Retirement

7:00 pm - 10:00 pm |
Garden City, New York

Navigating the tax code can be tricky –they don’t call it the “code” for nothing, after all. But by utilizing the right techniques and strategies, there’s a good chance that you can meaningfully lower your tax expense in retirement.

More Detail »


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