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

23
Apr

Ten 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.

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9
May

Estate Planning Panel

7:00 pm - 9:30 pm |
Garden City, NY

We invite you to join us on May 9, 2019 for a special estate planning panel discussion. The BluePrint team has put together a panel of local estate planning specialists and we will serve as your moderators for this event. We’ll be looking for answers to some of the most common questions we receive, including:

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