Why Blueprint Wealth Alliance?

We do the heavy lifting to help keep you on track.

What Makes BluePrint Unique?

A drive to educate ourselves and our clients, a comprehensive approach, and the fact that we truly care about you and your well-being.

About BluePrint

BluePrint Wealth Alliance, LLC is a registered investment adviser that offers comprehensive financial planning and wealth management services. We utilize best-of-breed technologies and modern investment approaches, combined with high-touch, personalized service, to preserve and grow your wealth. We’re here for you, always putting your needs, and those of your family, first.

We serve individuals, trusts, estates, and retirement plans.

You should expect an advisor to deliver objective, efficient, and unbiased solutions. We seek to exceed those expectations, account for your future goals, and enhance your quality of life. Our commitment to the highest level of integrity, professionalism, and transparency is grounded in open communication and ongoing client education.

2016

year founded

261

client relationships*

100%

employee-owned

$130M

assets under management*

* As of December 31, 2017. Assets under management, number of client relationships, and number of employees are subject to change throughout the year.



Meet the Team



We pride ourselves on our proactive and comprehensive approach, and offer an executive team with specialized knowledge in a diverse array of disciplines including investment, tax, risk management, estate, and asset protection planning.

Jeffrey Levine

CPA/PFS, CFP®, CWS®, MSA

CEO, Director of Financial Planning

German M. Ramirez

CFP®

CIO, Managing Director

Patrick M. Kuster

COO, Director of Risk Management

Is your Financial Plan "Four Walls" Strong?

Your goals are unique. Your financial plan should be too.